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How NVIDIA Is Becoming Its Own Best Customer
Lucas and Luna explore a surprising angle in NVIDIA's recent earnings power: the company is buying massive amounts of its own chips to build AI infrastructure for internal use and leasing. With NVIDIA up nearly 8% in the past week and trading at over $210, they break down how this capital expenditure creates a virtuous cycle for margins and demand visibility. They also touch on the broader megacap rotation and what it means for stock pickers today, July 13, 2026.
#NVIDIA #Semiconductors #AI #CapitalAllocation #StockPicking #MegacapRotation #Finance #Business #FexingoBusiness…
The skinny
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