$NVIDIA(NVDA.US)Context:Monday’s market rebound lifted sentiment, partly supported by Anthropic’s IPO plans. But concern…
$NVIDIA(NVDA.US)
Context:
Monday’s market rebound lifted sentiment, partly supported by Anthropic’s IPO plans. But concerns remain over AI infrastructure spending, financing, and whether future returns can justify the massive investment.
My Trade:
I’m still holding NVDA and focusing on long-term fundamentals: growing computing demand and NVIDIA’s ability to turn its technological edge into real results. I’m staying committed, but not ignoring evidence that could challenge my thesis.
Takeaway:
A long-term view isn’t about certainty. It’s about knowing what you believe, what could prove you wrong, and not letting every market move dictate your decisions.
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