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How NVIDIA Ticker NVDA Is Becoming the Oil Trade of AI
While most of big tech is getting hammered in mid-2026, NVIDIA is up nearly three percent on the week. Lucas and Luna dig into why — and it's not just about data center chips. They trace the company's expanding role in energy infrastructure, sovereign AI projects, and a surprising pivot to industrial robotics. With oil stocks ripping and the Nasdaq sliding, NVIDIA's resilience is telling a bigger story about where the market is placing its long-term bets. They also break down a single number in NVIDIA's valuation that makes the case for owning it alongside ExxonMobil, not…
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