This trade has so far survived volatile oil prices, interest rate hikes, Chinese AI, SpaceX’s rise and fall and everything else 2026 has thrown at it.

Investors chasing the AI gold rush with Firmus or Sharon AI may worry about community resistance, but a bigger question looms over the power of Nvidia.

This trade has so far survived volatile oil prices, interest rate hikes, Chinese AI, SpaceX’s rise and fall and everything else 2026 has thrown at it.