看公司要看3个方面

1: 饼有多大，明年后年比现在的大多少 --- Market size, revenue opportunity, and growth potential

2: 有几家公司在卖饼，客户愿不愿意开着车1小时来买你的饼 -- This is about having sustained competitive advantage you mentioned

3: 谁是这家公司的大厨？ --- Do you believe in the leader of the company.

关于NVDA， 1-3年内，#1 is the only thing I would watch for to make my investment decision.

Beyond 3 years, #2 could become an issue

On #3, for as long as Jense is CEO, I have no concern