$NVDA is very likely to run plus 30-40% in the next 365 days (from 14x fp/e to 18-19x fp/e) market clearly overstates GPU cycle top, and self-host inference would make more sense lately once Claude Code and Codex start lowering usage subsidies in subscriptions not forgetting their Vera CPU Calendar'28 is 11x forward. +EV buy here for me
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