$NVIDIA(NVDA.US)NVDA’s dip is tempting, but don’t anyhow chiong🤔 AMD’s Google partnership shows competition heating up, Zen 5 ain’t wayang. Citibank’s capex warning real sia; cloud giants might delay orders if tariffs worsen. But NVDA’s software moat is Solid like Teochew porridge.
Strategy: DCA small positions, save bullets for Q2 earnings. If Trump-China deal collapse, mkt kaput, then whack big. Now - Sit on cash, jiak coffee. Not kiasi, just prudent☕
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