“Why Nvidia's Biggest Deal Ever Might Get Blocked”
NVDA is the top holding/pick; valuation is agreeable; business is transitioning from concentrated data center sales to broader AI inference/edge markets via developer access (Hugging Face), supporting continued growth through 2026.
It's not me and Kasey today, it's me and the dog talking about Nvidia.
What does that have to do with NVIDIA and its proposed acquisition of Hugging Face? As you probably have heard by now, NVIDIA said it plans on acquiring the company Hugging Face for 12.9 billion and some change.