Nvidia is finally starting to behave less like a hypergrowth startup and more like the dominant platform company it has become. Investors should pay attention. If history is any guide, this shift in capital allocation could matter just as much for the stock as the company’s next generation of AI chips.
Anyone who sell variable annuities, or even has a passing familiarity with the business, know that the headline above is a controversial one.
The reason why is that the first version of the DOL…
