Dustinlau

@Bridge Buzz SG Current red positions: $MSTR and $NIO.Not the prettiest part of the portfolio right now, but investing isn’t about only showing winners. Conviction gets tested when positions are down. Staying patient, reviewing the thesis, and focusing on the long-term rather than daily price action.Let’s see how the story plays out.

Tesla’s new AI chips massively boost computing power for training self driving and robotics AI, shifting the company toward an AI platform narrative. This drives stock volatility but can push valuations higher long-term as investors price in future software and AI revenue, even though short-term profits may drop due to heavy spending.