Moving all the illuminati stuff aside Nvidia is an expensive stock but they have an absolute moat around their GPUs. 80 different car manufacturers use their GPUs for self driving related. I use this example because it's a rapidly growing market. Tesla literally orders as many GPUs as they're allowed. Everyone in AI is data constrained these days so I'm sure we have a decade of rapid market growth. And with profits come mountains of free cash to splash on small cap quantum companies that might be doing interesting things.
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