Seeking Alpha·2026-01-28 15:00Core Viewpoint - Nvidia Corporation's $2 billion investment in CoreWeave, Inc. is viewed as an operational statement rather than merely a financial one, indicating a strategic move in the market [1] Investment Strategy - The investment strategy focuses on identifying high-potential winners before they break out, emphasizing asymmetric opportunities with an upside potential of 3-5 times outweighing the downside risk [1] - The approach leverages market inefficiencies and contrarian insights to maximize long-term compounding while protecting against capital impairment [1] - A strong margin of safety is prioritized to safeguard against capital impairment while aiming for significant long-term returns [1] Investment Horizon - The investment horizon is set at 2-3 years, allowing the company to endure market volatility and ensuring that patience, discipline, and intelligent capital allocation drive outsized returns over time [1]