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“Is buying below US$90 wise?” If I were to summarise: Yes, it could be a reasonable speculative opportunity — provided you are comfortable with high risk and volatility, and you believe the AI infrastructure growth trajectory continues strong. But no, it is not a “safe” or conservative investment by any means. Here are scenarios: • Best case: The company executes well, continues to scale, reduces losses / turns to profit or stronger free‐cash flow, and the AI cloud infrastructure remains a structural growth story. Then buying at US$90 might yield substantial upside over medium term. • Worst case: Growth slows, spending overruns, competition intensifies (or new technologies reduce their advantage), or macro pressures (interest rates, inflation) bite. Then a US$90 entry could lead to signifi

“Is buying below US$90 wise?” If I were to summarise: Yes, it could be a reasonable speculative opportunity — provided you are comfortable with high risk and volatility, and you believe the AI infrastructure growth trajectory continues strong. But no, it is not a “safe” or conservative investment by any means. Here are scenarios: • Best case: The company executes well, continues to scale, reduces losses / turns to profit or stronger free‐cash flow, and the AI cloud infrastructure remains a structural growth story. Then buying at US$90 might yield substantial upside over medium term. • Worst case: Growth slows, spending overruns, competition intensifies (or new technologies reduce their advantage), or macro pressures (interest rates, inflation) bite. Then a US$90 entry could lead to signifi

This news about Nvidia CEO Jensen Huang planning to sell up to 6 million shares, despite Nvidia posting strong Q1 revenue of $44.1 billion, can have both psychological and technical impacts on Nvidia’s stock price. Let’s break it down: ⸻ ✅ Positive Fundamentals: Strong Q1 Results • Revenue Beat: Nvidia reported $44.1B, beating analyst expectations of $43.29B. • Year-over-Year Growth: 69% increase, showing strong momentum. • Guidance Beat: Revenue exceeded Nvidia’s own high-end guidance ($43.86B). 👉 Investor Takeaway: Fundamentals remain strong and suggest Nvidia’s growth engine (especially AI/data center segments) is intact. ⸻ ⚠️ The Concern: Insider Selling • Up to 6M Shares: That’s a significant volume by CEO Jensen Huang. • Historical Pattern: The headline suggests this is not the first

This news about Nvidia CEO Jensen Huang planning to sell up to 6 million shares, despite Nvidia posting strong Q1 revenue of $44.1 billion, can have both psychological and technical impacts on Nvidia’s stock price. Let’s break it down: ⸻ ✅ Positive Fundamentals: Strong Q1 Results • Revenue Beat: Nvidia reported $44.1B, beating analyst expectations of $43.29B. • Year-over-Year Growth: 69% increase, showing strong momentum. • Guidance Beat: Revenue exceeded Nvidia’s own high-end guidance ($43.86B). 👉 Investor Takeaway: Fundamentals remain strong and suggest Nvidia’s growth engine (especially AI/data center segments) is intact. ⸻ ⚠️ The Concern: Insider Selling • Up to 6M Shares: That’s a significant volume by CEO Jensen Huang. • Historical Pattern: The headline suggests this is not the first

Interesting setup ahead of earnings. With Mizuho raising the target to $168 and Jensen set to speak at Computex, there’s definitely potential for a strong rebound.  That said, a pullback before earnings isn’t unusual—might be a good chance to accumulate if you’re long-term bullish.

Interesting setup ahead of earnings. With Mizuho raising the target to $168 and Jensen set to speak at Computex, there’s definitely potential for a strong rebound.  That said, a pullback before earnings isn’t unusual—might be a good chance to accumulate if you’re long-term bullish.