$NVIDIA(NVDA.US)

POST for 16/9/26

1️⃣After my last added purchase on 8/9 and also added 5 x NVDA 2 x Long ETF on 4/9. Initially benefited from continued optimism around AI infra spending and strong long term demand for its GPUs. However volatility increased as investors became more sensitive to valuation, interest rates and the sustainability of AI spending. Leveraged ETFs amplified these swings, causing larger gains and losses than the underlying NVDA stock.

2️⃣ A global selloff hit AI related stocks after AI industry leaders publicly supported slowing frontier AI development due to safety concerns. Investors feared a potential slowdown in AI spending causing NVDA and other semis stocks to fall about 3% to 6% while broader tech markets weakened.

3️⃣ I remain constructive on NVDA cause AI adoption is still in its early stages. NVDA retains leadership in AI chips, CUDA software, networking and data Center infra. Even if AI safety initiatives moderate the pace of development, demand for compute, training, inference, robotics, and sovereign AI projects should continue growing. Short term sentiment may fluctuate but the long term AI trend still support NVDA’s growth story.$NVIDIA(NVDA.US)