$NVIDIA(NVDA)$ I added to my N

I added to my NVIDIA position following its compelling outlook shared at the Morgan Stanley TMT Conference 2026. The company’s hypergrowth trajectory, supported by $70B in revenue and $46B in net income, reinforces its dominance in AI compute. Strategic investments in OpenAI and Anthropic, along with a shift toward physical AI, signal long-term expansion beyond current use cases. NVIDIA’s focus on tokens per watt also strengthens its cost-efficiency edge. With continuous innovation and ecosystem partnerships, I see NVIDIA remaining a core beneficiary of the accelerating AI adoption cycle.

NVDA

03-26 23:08

USNVIDIA

Side	Price \| Filled	Realized P&L
Buy Close	173.75 0	-- Closed

NVIDIA

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Comments

DaisyMoore
03-26 23:42
DaisyMoore
Solid buy! NVIDIA's AI dominance is unstoppable, holding tight. [开心]

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