NVIDIA’s surge isn’t just good fortune

It’s the result of sound judgment, smart decision-making, and disciplined execution.

China once supplied 25% of NVIDIA’s revenue.
New trade rules cut that share in half to 12%.
Most predicted a stall. Instead, growth accelerated.

Why?
— Jensen Huang priced geopolitical risk years early
— He diversified demand before diversification was trendy
— He positioned NVIDIA silicon at the center of the global AI build-out

Brilliant tech is table stakes.
Strategic adaptability is the edge.

Leadership is a risk factor. Huang managed it early — while rivals chased near-term scale.

That’s what we track at Eagle Talon:
strategy in motion, judgment under pressure,
and decisions that remain sound as conditions shift.

We invest where leadership is forward-looking, measured, and decisive.

🔗 Read the full article: Why Nvidia is the tech winner of the US-China tariff truce