$NVIDIA(NVDA.US)

This small drop of -2.82 USD is just noise to me. Investing here is about the long game, not daily fluctuations.

​The fundamentals still look incredibly strong. Even with competitors trying to catch up, NVDA’s moat remains very deep, especially with the dominance of its CUDA ecosystem. While some people are obsessing over short-term supply chains, I’m looking at the bigger picture shift from AI training to inference. To me, this means the demand is set to grow exponentially.

​I’m not tempted to overtrade here. Sometimes doing nothing is the best strategy. I’m comfortable holding and letting the long-term thesis play out.

​This is just my personal sharing and experience, not financial advice.

@Bridge Buzz SG