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The Case Against NVIDIA Why The "Moat" Is A Mirage
The Market Is Pricing NVIDIA Like It’s A Permanent Monopoly That Every Company Will Be Forced To Pay Forever. But If You Look At How The Tech Is Actually Being Used In 2025, NVIDIA Looks More Like A High-Priced "Construction Tool" That People Use To Build Their House And Then Return To The Rental Shop Once The Job Is Done. 1. The "Swiss Army Knife" Problem NVIDIA Mak
Abraham H
Dec 25, 20254 min read
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