I would not rush to buy NVDA immediately after the after-hours news. Jensen Huang has played a major role in building Nv…

I would not rush to buy NVDA immediately after the after-hours news. Jensen Huang has played a major role in building Nvidia into an AI powerhouse, but I believe the long-term investment thesis goes beyond one individual. AI infrastructure demand, data-centre expansion and GPU leadership remain the key fundamentals. I would rather wait for more clarity on the board's decision and observe how the market reacts before adding to my position. For me, patience is better than reacting emotionally to headlines.

Meanwhile, MU and SNDK's strong rebounds reinforce my confidence in the longer-term semiconductor and memory cycle, although volatility is likely to remain high. I am still constructive on AI but increasingly selective about valuations, capital expenditure and actual monetisation. My strategy remains to accumulate quality names gradually during meaningful pullbacks rather than chase sudden rallies. Consistency and discipline matter more to me than catching every short-term move.