---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000870832.md"
description: "$NVIDIA(NVDA.US)Context：With Nvidia’s Q2 earnings taking center stage, investors are prepping their portfolios, and I‘m no exception. Sensing a deep pullback across upstream AI hardware, I knew I needed to derisk.Action：Early last week, I completely exited my upstream AI holdings—including optical comms, HBM memory, and TSM—finally dumping my last NVDA position on Friday at $215.Why：Partly to lock in profits before institutions do, but mostly because market sentiment feels wildly fragmented. My focus is pure capital preservation right now: I’d much rather miss a potential rally than lose my principal!"
datetime: "2026-08-26T09:48:23.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000870832.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000870832.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000870832.md)
author: "[升烟](https://longbridge.com/en/profiles/27857975.md)"
generator: "portal-rs"
---

# $NVIDIA(NVDA.US)Context：With Nvidia’s Q2 earnings …


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**