$NVIDIA(NVDA.US)

Context:

The AI infrastructure story therefore remains intact. Dell's latest results are also a good external confirmation: its AI-server orders are booming, and those servers heavily use NVIDIA GPUs.

My trade:

I would HOLD / ACCUMULATE on meaningful dips, rather than chase at $220+.

Takeaway:

NVDA remains one of my strongest long-term AI holdings, but I wouldn't aggressively buy at $217.

My preferred strategy is to hold existing shares → add around $200–205 → add more around $185–190 → aggressively add below $170.