Nvidia's Quiet Shift From Chips To AI Economics (NASDAQ:NVDA)

NVIDIA ( NVDA ) is no longer winning AI with the fastest chips but is winning AI with the economics of AI at scale. CES 2026 validated this thesis. Rubin was discussing efficiency, power, orchestration, and reliability, not FLOPS, as inference, not training, isPythia Research focuses on multi-bagger stocks, primarily in the technology sector. Our approach combines financial analysis, behavioral finance, psychology, social sciences, and alternative metrics to assess companies with high conviction and asymmet ...