Keith Fitz-Gerald(@fitz_keith):$NVDA may be buying Hugging Face for $12.9B for 86x revenue. Wall Street will have a meltdown over the multiple. I see something else entirely... Owning the front door to open-source AI locks in demand for Nvidia chips even while its biggest customers try to build their way out. Earnings didn’t slow ’em down a wink. 💯

Keith Fitz-Gerald

@fitz_keith

I help investors in their quest to beat Wall Street at its own game by sharing what I've learned 45+ years in global markets. Private investor/mkt strategist

加入 September 2019

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Keith Fitz-Gerald@fitz_keith

2026.08.28 13:38

$NVDA may be buying Hugging Face for $12.9B for 86x revenue. Wall Street will have a meltdown over the multiple. I see something else entirely... Owning the front door to open-source AI locks in demand for Nvidia chips even while its biggest customers try to build their way out. Earnings didn’t slow ’em down a wink. 💯