Author argues Nvidia remains a long because Google can't effectively compete and the Groq acquisition boosts Nvidia inference.
NVDA — LONG The author argues against betting against Nvidia CEO Jensen Huang and sees the Groq acquisition as a gamechanger for Nvidia inference. Google will not sell TPUs to its competitors and is not a chip company that can scale. These points support a bullish Nvidia stance.
Dont bet against Jensen. Groq aquisition is a gamechanger for Nvidia inference
This Reddit post, published January 12, 2026, features u/Warm-Spot2953 discussing NVDA. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Warm-Spot2953 · Tickers: NVDA