Why Selling NVIDIA Might Be a Mistake

Before selling NVIDIA because of DeepSeek or thinking its stock price is too high, consider the following:

• DeepSeek, like any other AI model business, relies on NVIDIA GPUs and will continue to do so.
• Even if DeepSeek offers a cheaper solution, that’s fine—many other complex math problems require immense computing power. For example, scaling speech-to-text solutions demands a vast number of powerful NVIDIA chips.
• Virtual Reality is on the rise, and NVIDIA plays a major role in its development.
• Quantum computing is still at least 10+ years away.
• And finally, NVIDIA holds a monopoly in its field—there’s simply no other company like it.
• You name it.