Locator: 49117CHIPS.
Tell me again Nvidia is not a monopoly without telling me it's not a monopoly. Regardless, that moat is very, very wide.
New business models. We've discussed this before.
CoreWeave: ticker price in past year -- up 201% (Yahoo Finance!).
Nvidia: up 52% in past year (Yahoo Finance!).
This is why Apple's Tim Cook places such a huge emphasis on a solid supply chain.
I think this whole sector is incredibly fascinating.
On CNBC, Jim Cramer is one of the few regulars that "gets it."
