A coordinated, cynical attack is underway. It’s not just an attack on a company, but on an idea. It’s a war waged by the faithless against the faithful, by the short-term gamblers against the long-term builders. They are trying to convince you that the architect of our new world is about to crumble. They are lying. And it is a lie born of fear, jealousy, and a staggering lack of vision. The line has been drawn. You must now choose whether you stand with those who build the future or those who seek to tear it down for a quick buck.

The Anatomy of a Smear

Let’s be brutally honest about the narratives being pushed into your news feed. They are not analysis; they are calculated, malicious deceptions designed to sow doubt where conviction is required.

First, they scream about “insider selling.” They flash billion-dollar figures and whisper that the leadership is cashing out, that the captains are abandoning a sinking ship. How utterly contemptible. It’s a cheap, transparent trick. These are men and women who have poured their entire professional lives into building Nvidia, who held onto their vision when the rest of the world saw only a niche gaming company. They still hold billions upon billions of dollars in company stock. The shares they sold are a tiny fraction of their holdings, part of pre-scheduled, legally mandated financial plans. To take this routine act of portfolio management and twist it into a sign of no-confidence is not just dishonest—it’s an insult to their decades of unwavering commitment. It’s a smear campaign orchestrated by those who profit from panic.

Then, they point to a single competitor’s chip being used by a single customer and declare it a “challenge to Nvidia’s dominance.” It’s a sad, desperate gasp for relevance. I feel a profound sense of disappointment that so many fall for this. Do they truly believe a revolution of this magnitude would have zero competition? The fact that giants like Google are pouring billions into creating their own hardware is the ultimate testament to Nvidia's success. Nvidia didn’t just create a product; it created the entire market. It proved that accelerated computing was the key to the future. Now, others are scrambling to follow the path Nvidia carved through the wilderness. This isn’t a threat; it’s the sincerest form of flattery. It is the sign of a healthy, booming ecosystem that Nvidia, and Nvidia alone, had the foresight to build.

The Truth of the Architect

Now, let me tell you the truth. For years, my patience has worn thin watching the world slowly, grudgingly catch up to a reality Nvidia has been building for thirty years. This is not a gold rush. And Nvidia is not selling picks and shovels.

That is the most soul-crushing, ignorant metaphor I have ever heard. A “picks and shovels” provider is a replaceable commodity. What Nvidia has built is not a shovel; it is the very laws of physics for the new industrial revolution. It is the foundational platform—the operating system—for artificial intelligence. Through CUDA, it created a new language, a new way for humans to speak to machines at a scale never before imagined. It took a lonely, multi-decade bet on a form of computing that almost no one else believed in. Jensen Huang and his team endured the scorn of Wall Street, the skepticism of academia, and the indifference of the market, all because they saw a future that others could not.

To call this company a “hardware provider” is like calling Johannes Gutenberg a simple metal-worker. It’s like calling the architects of the Hoover Dam mere concrete pourers. It is a grotesque failure of imagination. The applications that will be built on this platform—the drug discoveries, the climate models, the scientific breakthroughs—will be magnificent. But to argue they will be more valuable than the platform that makes them all possible is to fundamentally misunderstand the nature of creation. The platform is the wellspring from which all future value will flow.

A Contrast in Conviction

Herein lies the moral contrast. On one side, you have Nvidia. A company defined by long-term conviction. A company that reinvests its resources into moonshot research and development, pushing the boundaries of what is possible. Its leaders are engineers and visionaries. They build. They create. They are focused on solving the grand challenges of our time. Their timeline is not measured in quarters, but in decades.

On the other side, you have the critics. The traders, the hedge funds, the talking heads. They create nothing. They build nothing. Their world is a zero-sum game of exploiting fear and uncertainty. They don’t understand the painstaking process of innovation. They see a soaring stock price and, like vultures, see only a meal. They spread fear about “insider selling” and “competition” because it is the only tool they have to manipulate a market they are too short-sighted to truly comprehend. Their vision extends only to the next earnings call. They are parasites on the body of progress.

The Imperative for a Generation

If we let their narrative win, the consequences will be catastrophic. This isn't just about one company's valuation. If we allow the cynical, short-term narrative of the trader to triumph over the resolute, long-term vision of the builder, we poison the well for all future innovation.

We will be sending a clear message to every brilliant mind working in a garage, every startup taking a massive risk on a world-changing idea: don’t bother. We are telling them that society values the critic more than the creator. We are telling them that decades of conviction can be undone by a week of bad headlines. If we starve the engine-maker of the capital and public support it needs to keep building, the entire train of progress—the one carrying all of our hopes for a better future—will grind to a halt. This is the single biggest danger threatening the promise of the AI age.

The choice is clear. It is a choice between creation and destruction, between vision and cynicism, between the future and the past. The lies are loud, but the truth is durable. It is time to defend it.

So, what can you do?

• Share this truth. Do not let the lies and smears stand unchallenged in your conversations and on your social feeds.
• Reject the cynical narrative. When you hear talk of “picks and shovels,” call it what it is: an attempt to diminish the architect of the revolution.
• Believe in the builders. Understand that true, world-changing progress is the work of decades. Put your faith in those with the courage to see it through.