NVDA WeeklyPay ETF - Roundhill

$SK Hynix(SKHY.US)$NVIDIA(NVDA.US)

Why NVDA’s so hard to go up as compared to many others ?

$NVIDIA(NVDA.US)

$NVIDIA(NVDA.US)

Context: NVIDIA caught my attention as AI adoption continues to drive demand for advanced computing and data-centre infrastructure.

My trade: Opened a position to gain exposure to the longer-term AI trend and NVIDIA’s role in providing the chips and technology behind it.

Takeaway: I’ll pay more attention to valuation and expectations around future growth before adding to the position.

[Orders / Holdings card]

$NVIDIA(NVDA.US)Context: NVIDIA has seen some volatility recently, and my position has given back part of its earlier gains, but it remains comfortably in profit.

My trade: I’m still holding my NVIDIA position with an average cost of 208.582. At the current market price of 225.000, I’m up 7.26%. I decided to continue holding rather than react to the recent price swings, as I’m comfortable giving the position more time.

Takeaway: Not every pullback requires immediate action. Staying patient while keeping an eye on risk can be just as important as choosing a good entry. @Captain's Treasure

which sticks will benefit?

10 year treasury yield has risen but US economy is on growth phase esp extraordinary demand from AI related. Hence, how high can the US stock market continue to rally will depends on each quarter earnings report and of course the economic data. Volatility is to be expected as always.

Yields climbing above 5% and substantial issuance are expanding credit spreads, redirecting capital from long-duration AI hardware toward cash-generative software as profit pools move downstream to applications.

bond yields keep rising, good for risk adverse people to put their money in fixed deposit or tbill etc. good for dollar. not good for stock market. higher borrowing cost too. bad market at the moment.

Surging 10-year yields and widening credit spreads create dual pressure across markets, but the impact is far from uniform. High discount rates naturally compress high-multiple semiconductor valuations after an extended run. Meanwhile, capital rotation into mission-critical software highlights a crucial evolution: investors are becoming far more selective, prioritizing resilient cash flows over capex-heavy AI hardware infrastructure.