To The Moon

When I look at the wave of new AI chip announcements — from Amazon's in-house silicon to Google's TPU upgrades and Marvell's acquisition of Celestial AI — I actually see this as a natural and healthy phase of the AI cycle. Competition was always going to intensify once Nvidia opened the floodgates, and now everyone wants a piece of the infrastructure stack. But to me, these developments challenge Nvidia at the margins, not at the core. Nvidia still owns the ecosystem, the CUDA moat, and the developer mindshare that others can't easily replicate.

As for Amazon's new chip, I think it's interesting and definitely worth watching. Amazon has scale, data, and a massive installed customer base — so even a moderately successful internal chip can move the needle for AWS margins. That said, I don't see Amazon replacing Nvidia; I see them supplementing Nvidia. Their chips may be "cost-effective," but performance at scale, ecosystem maturity, and software stack integration still heavily favor Nvidia. So yes, I'm optimistic that Amazon's chip will help AWS, but I don't view it as a direct threat capable of derailing Nvidia's leadership.

In the near term, I fully expect volatility and pullbacks, especially after big announcements and sharp rallies. That's just how the AI trade behaves: it runs ahead of fundamentals, cools down, then builds a higher base. And honestly, I believe this kind of short-term shakeout is not only normal — it's healthy. It clears leverage, resets expectations, and gives long-term investors a better entry point. Nvidia is a name where dips are part of the journey, not a sign the story is breaking.

Looking at Nvidia specifically around the 180 level, my stance is straightforward: I remain structurally bullish. Nvidia continues to execute, demand visibility remains strong, and its competitive moat is much wider than headlines suggest. With AI infrastructure still in the early innings globally, I see Nvidia as the core beneficiary of compute intensity for years to come. So at these price levels, I would be more inclined to buy on weakness rather than sell into fear.

Long term, my view hasn't changed — I'm always bullish on Nvidia. The short-term noise from competitors doesn't distract me; if anything, it reinforces how massive the market opportunity is. Multiple players entering the field doesn't shrink Nvidia's pie — it proves how big the pie is becoming. As long as Nvidia keeps leading in hardware, software, and ecosystem lock-in, I want to stay invested and use volatility as an opportunity rather than a threat.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community. 

@Tiger_comments  @TigerStars $GraniteShares 2x Long NVDA Daily ETF(NVDL)$