Chip Stock Investor on $NVDA (Nov 6, 2026)
Continues to hold NVDA and Arista and sees a good case for holding both: Nvidia's argument that upgraded racks such as Vera Rubin produce much more compute without more building power supports its data-center position, and Arista's potential new competition against Nvidia is not seen as breaking the case for holding it.
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Think of the Vera Rubin by Nvidia, those racks. They require a lot more power, but obviously put out a ton more compute. And this has been one of Nvidia's big arguments all along.
Even if you can't increase the amount of power going into that data center, well, you could upgrade older racks, and maybe you're still ultimately using the same amount of electricity to power the whole building, but because you've upgraded to a more powerful system, you're cranking out a lot more compute power.
NVIDIA has been working on this high voltage data center architecture for quite some time.
We contended that Arista is a very different type of asset, very different type of business than Nvidia, even though Nvidia was encroaching on Arista's turf.
And lo and behold, two years later, far from being disrupted, Arista has thrived and is working on a lot of new stuff that actually brings new competition, potential disruption to Nvidia itself, rather than just the other way around, Nvidia potentially disrupting Arista.
So, we continue to hold both in our portfolio and think there's a really good case to be made for continuing to hold both.
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