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NVDASpotlightJuly 2026

Peoplebuystocksonhype,withoutunderstandingwhoorwhatthey'reinvestingin.We'reendingthat.

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AI dominance drives semis for years — data-center demand is still accelerating and supply is the only ceiling. Blackwell is ramping into a backlog that stretches past next year, and CUDA keeps switching costs brutal.

I add to the position on any macro-driven pullback. The risk I watch is hyperscaler capex pausing — but order books still look under-built through 2026.

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