Let me give you a different view. The below is Micron, the memory manufacturer. If you see the last 10 years, the growth is uneven, the margin story is bad, so as a stock unless you picked the cycles correctly you would not have made money.
But the revenue growth tells you while the cost per GB of memory has come down drastically, they ended up selling more memory is why the revenue went up.
What happens to NVDA price is going to be driven by AI cycle, but overall compute requirement is just going to go up in the next decade. So, if you could get $NVDA who is the market leader for the GPU chips, you will do okay over a decade. Competition in technology is nothing new, but technology and medicine are two fields only the best solution has longevity and staying power.