
NVIDIA$NVIDIA(NVDA.US)
NVDA’s current pre-market dip comes after several days of gains and reflects a rise in overall risk aversion. This is not about AI demand weakening, but a short-term repricing of high-growth stocks.
I still see NVDA as a long-term compounding asset. The key is whether AI-driven demand for compute continues to expand across industries. As long as that trend holds, short-term noise doesn’t change the thesis.
@Bridge Buzz SG
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