Motley Fool Money Owning the Operating System
22 snips
Jan 27, 2026 
Asit Sharma, analyst covering restaurants and operational tech, and Jason Hall, analyst focused on macro, energy, and materials, discuss how underlying operating systems are becoming the real differentiator. They cover Nvidia’s infrastructure moves with CoreWeave. They dig into restaurant tech pushing throughput. They examine a rare-earth deal with national-security implications.
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Nvidia Buying The Operating Layer
- Nvidia's $2B in CoreWeave is as much ecosystem insurance as a traditional investment.
- Jason Hall argues Nvidia's hub position makes propping up capacity strategically sensible even if CoreWeave's execution is uncertain.
Judge Investments By Company Scale
- Compare investments to a company's scale and cash generation before judging size.
- Asit Sharma advises that $2B is immaterial to Nvidia given its projected free cash flow, so context matters when assessing 'overinvestment.'
Tech As Restaurant Operating System
- Restaurant tech acts as an operating-layer upgrade to improve throughput and margins.
- Jason Hall and Asit Sharma note tech like POS, back-end systems, and automation help restaurants integrate channels and boost efficiency.