Dow Jones / Market Watch carry an opinion piece (may be gated) arguing that NVDA's strength in data centre GPUs, networking, services, and emerging products fortify the firm's competitive ‘moat’:
This is Nvidia's secret weapon and it's likely to propel the stock in 2025In brief:
The opinion piece also covers risks the business faces. It concludes that despite high valuation, Nvidia’s diversified portfolio and strategic investments position it well for continued growth in 2025 and beyond.
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