$NVIDIA(NVDA.US)NVDA still holding above my entry. Some volatility recently, but nothing so far that changes my overall view.

For me the bigger story remains AI infrastructure spending. Nvidia is not only selling GPUs anymore — CUDA, networking and the broader ecosystem make it much harder to view this simply as another semiconductor cycle. As long as hyperscalers continue committing serious capex to AI, demand should remain well supported.

The risk now is more about expectations. NVDA already carries a lot of optimism, so even good results may not be enough if guidance doesn’t beat what the market has priced in. That’s why I’m expecting corrections along the way rather than a straight move higher.

At 219.15 versus my 208.58 cost, I’m comfortable holding and not chasing. I’d rather watch the next earnings/guidance and AI capex trend before deciding whether to add more.

Still bullish on the bigger picture, just keeping expectations realistic. @Captain's Treasure