How do you know what your "best ideas" are? And, are they better than the average of those 4000 startups? Are they better than the top 1% of those 4000 startups?
It's not clear to me that, starting from here, NVidia is going to be a fast-growth company - especially not compared to a group of startups.
This is a bet on AI and machine learning. Not video games. NVidia is currently the publicly traded company that best fits that narrative. If you think it will get big, this is the company you buy.
It's not clear to me that, starting from here, NVidia is going to be a fast-growth company - especially not compared to a group of startups.