THE CHIP BUBBLE ISN'T A SECTOR PLAY — IT'S A QUALITY SCREEN Everyone's focused on (https://www.cnbc.com/2026/05/15/ai-chip-bubble-is-now-bigger-than-the-nasdaq-during-dot-com-frenzy.html), but they're asking the wrong question. The issue isn't *that* AI chips are expensive — it's *which ones* you're buying at those prices. $NVDA trades at 55.6% net margin with $61.8B in annual free cash flow.

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