$NVIDIA(NVDA)$ Nvidia may be the crown jewel of the artificial intelligence revolution, but the company’s long-term vision extends far beyond data centers and generative models. At its most recent annual shareholder meeting, Nvidia CEO Jensen Huang offered critical insights into what could become the company’s next great growth engine—and possibly its next multi-trillion-dollar opportunity. While much of Wall Street remains laser-focused on Nvidia’s dominance in AI infrastructure, Huang made a bold and perhaps underappreciated declaration: robotics and autonomous vehicles may represent Nvidia’s biggest commercial opportunity outside of AI, with driverless cars serving as the first scalable application of that technology. It’s a significant stateme

If I have all the money in the world, I would. But if I don't, then I'd have to prioritise resources isn't it. I don't chase highs. I buy the dip. Strike while the iron is hot. The next time Trump opens his mouth on Tariffs or the next stagflation or recession or pandemic, THAT'S WHEN YOU GO BIG ON NVDA OR GO HOME. Meanwhile, if NVDA is your darling / cup or tea, then buy on every 10% dip la duh. Don't buy at its high la. @LULU ROCKET  @BABY SPACEROCK  @SPACE ROCKET  @MouInvestment  @TigerObserver &n

Will not time the market but buy on the dips and be patient.

Will you buy NVDA? NVDA has reached an ATH in recent months but has fallen by about 3% today. Would you buy the dip / chase the highs? @JiaDeName  @BABY SPACEROCK  

NVDA is no doubt the darling of wall streer but would I chase the high of NVDA? Probably not. I'd wait for a 20% retracement before buying my first dip. Not forgetting Trump's crazy tariffs which may further bring uncertainty and possibly discounts across all stocks again lol.

$Advanced Micro Devices(AMD)$  Chasing high yet holding onto low CALL options. Dilemma. 

The AI revolution is in full swing, and Nvidia ( $NVIDIA(NVDA)$ ) is leading the charge, soaring to a $4 trillion valuation with its stock hitting $157, up 171% year-to-date (YTD). JPMorgan’s latest Chief Information Officer (CIO) survey confirms a seismic shift, with 68% of respondents planning to allocate over 5% of their IT budgets to AI computing hardware over the next three years, up from just 25% currently. This surge in cloud capital expenditures has fueled Nvidia’s rally, but competitors like AMD and Intel are gaining ground with innovative products like the MI325X GPU and Gaudi 3 accelerators. With Nvidia’s stock at a lofty 30x forward P/E, investors are debating whether to hold for a potential climb to $180-$200 or pivot to undervalued r

$Oracle(ORCL)$ led the tech sector higher on Monday, led by CEO Safra Catz, who hailed a "strong" start to fiscal 2026 and said in a filing with the SEC that "cloud database revenues continue to grow at more than 100%, with the signing of several large-scalecloud services agreements, one of which is expected to contribute more than $30 billion in annual revenue beginning in fiscal 2028."While higher capital expenditures will lead to further gross margin compression in the near term, the management team is extremely adept at managing expenses.This, coupled with an increased focus on new business through physical infrastructure rather than human labor, should allow revenues to grow significantly faster than operating expenses over the next few years

This AI bubble feels unsustainable. Don’t get me wrong, Nvidia makes great chips, but at some point the fundamentals have to catch up to the hype. The whole market is betting on AI being the next internet, but not every company will be Google.

I've been following NVIDIA $NVIDIA Corp(NVDA)$  for a while, and I'm genuinely impressed with how far it's come. I started dollar-cost averaging (DCA) into the stock when it was trading under $100, and looking back, that decision has definitely paid off. Watching NVIDIA sprint toward a $4 trillion market cap feels surreal, but not entirely surprising given its dominance in AI, GPUs, and data center technology. While some investors are targeting an even more ambitious $6 trillion valuation, I personally don't try to chase such top-line numbers. Instead, I focus on NVIDIA's long-term innovation pipeline, its leadership in key tech trends, and its ability to create recurring revenue streams. If the fundamentals rem

every up will follow by down 

It will be 4 trlen 🔜 

🚀 $NVDA to $4 Trillion: Still a Buy at This Level? The AI kingpin $NVIDIA(NVDA)$   (Nvidia) is closing in on an astonishing $4 trillion market cap, sparking one of the hottest debates in the investing community: Can this tech juggernaut keep sprinting higher? Or is it time to cool off? For those of us who started accumulating below $100 — I personally began building my position in mid-2020 around $95, right after the Mellanox acquisition started bearing fruit — this moment is both validating and nerve-wracking. Let's dig into Nvidia's long-term potential and whether it’s still a buy at this valuation. 🧠 Nvidia's Growth Story and AI Dominance Nvidia’s transformation from a gaming GPU company into a full-stac

NVIDIA's Supply Chain Empire: Who Powers the AI's Computing Backbone? $NVIDIA Corp(NVDA)$  , as the most popular AI chip designer, has a supply chain that is extensively distributed across various segments of the semiconductor industry. The following figure breaks down NVIDIA's suppliers.  It should be noted that different companies have slightly different disclosure timelines, so the data may vary slightly from the actual proportions. The supply chain data reveals the following characteristics: Characteristic 1: Diversity of Sectors NVIDIA's suppliers include TSMC in the semiconductor manufacturing field, SK Hynix and $Micron Technology(MU)$ 

$NVIDIA Corp(NVDA)$ rise has been absolutely historic, and I wouldn’t be surprised if it becomes the first $4 trillion company soon. The combination of surging AI demand, expanding use cases in robotics & growing adoption in autonomous driving gives it a long runway for growth. Jensen Huang’s vision isn’t just hype—it’s backed by real technological leadership and execution. Personally, I think companies that successfully ride multiple waves—like Nvidia with GPUs, AI, and now robotics—tend to have the culture, talent, and foresight to spot future trends early. Nvidia has proven again and again that it’s not just following hype cycles. That kind of track record builds serious investor confidence. Right now, it’s hard to find a better blend of

$NVIDIA(NVDA)$ $S&P 500(.SPX)$ Nvidia’s ascent to a $4 trillion valuation has been a wild ride, fueled by its iron grip on the AI chip market. Yet, AMD is throwing punches with its latest MI325X GPU accelerator, a beast built to rival Nvidia’s H200. Investors are at a crossroads: hold tight to Nvidia’s proven dominance or roll the dice on AMD’s rising star? Let’s break it down—market moves, tech specs, and investment angles—to figure out where your money’s best placed. Nvidia’s Reign: A Titan on Shaky Ground? Nvidia isn’t just leading the AI chip race—it’s practically the race. With a chokehold on over 90% of the data center GPU market, its chips power the AI revolution, from generative models to ente

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Nvidia has done it again — sprinting past the $3 trillion milestone and now eyeing $4 trillion in market cap. As the undisputed AI chip king, Nvidia’s surge is rewriting tech history. But with such a massive rally, investors are asking: Should you just hold Nvidia forever — or is it time to get real? 🚀 Why Nvidia Keeps Exploding Higher Let’s be clear — Nvidia isn’t just rallying on hype. It’s delivering: Massive revenue growth, especially in data center and AI chips Unmatched market share in the GPU and AI accelerator space Sticky customer base from cloud hyperscalers, enterprise, and even government The company is expanding beyond chips — into software, networking, and AI platforms And it has become the “picks-and-shovels” play of the AI revolution Simply put, Nvidia is becoming the Intel