What percent of nvidias success was due to vision, vs luck?

I made a boat load of money off of the Tesla IPO(and then holding for 12 years) but I only invested because I thought they wouldn't be a successful car company but would produce a bunch of patents that would be valuable when licensed to the big auto makers.

Obviously I got that wronged, but my investment still worked out - but I still have friends and family coming to me for investing advice because I made the right move but for the wrong reasons

If it happens 1 time, you can call it luck.

But CUDA, Ray tracing acceleration, DLSS? It's not luck anymore.

[delayed]

Jensen being a Taiwanese and his connection with TSMC plays a big part.

> what they do

So, he is responsible for the crypto and AI bubbles? If tomorrow AI crashes and Nvidia share value with it would that make Nvidia CEO an idiot?

CEO worshiping is going too far.

Somehow Intel can't take advantage of the very same bubbles.

Jensen is extremely hands on. If he is replaced NVidia is cooked.

[delayed]

Holy change of topic Batman!

Intel is apparently fine (it's not fine) with a rotating cast of CEOs.

You are right though. At least whoever is trying to oust Jensen is nice enough not to bring out the usual tools.