Last night I bought some Position in Nvidia at 170. The market's narrative around Nvidia has been quite interesting these days, with big short positions shorting, financial accounting fraud, being replaced by Google.....

The argument that TPU will replace GPU was made last year and is not a narrative unique to Google. In fact, Google and NVIDIA are not competitors.

The market only saw Google's TPU, without realizing that as long as Google completes its hardware capabilities, it achieves the perfect closed loop of AI large models + applications + real physical AI ecosystem.

The real threat is not Nvidia, but another giant that claims to achieve physical AI in a few years; this narrative is currently being brewed.

The narrative of Google threatening Nvidia's position will soon play out on another giant.

Google vs XXX, who is the better physical AI ecosystem, and who can create the best robots.