---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/36693990.md"
description: "When I wrote this, $NVIDIA(NVDA.US) was around $125, and now it's at $186, up 49%:(I'm relatively optimistic about the stock prices of the AI industry from this year to next, including the 'King of AI' Nvidia. However, Nvidia's further rapid growth increasingly depends on the performance of downstream AI service providers and enterprises. Once it loses support from downstream companies, Nvidia, at its current high valuation, may face stronger risk of a pullback.From a valuation perspective, Nvidia is already at its peak, while other AI service providers are still at the bottom. With the AI wave having started nearly two years ago, if you had to pick stocks again now, who would you buy?)If you had to choose again, who would you buy? Also, the one-year vote is about to expire, so we'll soon see if you picked the right 'King of AI' back then."
datetime: "2025-11-25T06:17:39.000Z"
locales:
  - [en](https://longbridge.com/en/topics/36693990.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/36693990.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/36693990.md)
author: "[輸棟樓的韭菜](https://longbridge.com/en/profiles/10647684.md)"
---

# When I wrote this, $NVIDIA(NVDA.US) was around $12…


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## Comments (6)

- **涨辣 · 2025-11-25T15:22:55.000Z**: At the application level, Apple, Microsoft, Google, Amazon, Tesla. Amazon's price is too low, Amazon hasn't risen at all this year
- **蓝帕帕蓝 · 2025-11-25T07:06:43.000Z**: I want to know who you choose?
  - **輸棟樓的韭菜** (2025-11-25T09:34:05.000Z): I have been holding Apple until now, and besides Apple, the heaviest positions are ASML and Google (already reducing positions). The heavy positions at that time were Tesla and U, the cleared position
- **吃包子 · 2025-11-25T07:00:55.000Z**: Ah, time flies so fast... Haven't made any money yet. Saw this post back then and clicked, but didn't act on it
- **Jack www · 2025-11-25T06:23:48.000Z**: meta
  - **Jack www** (2025-11-25T06:24:39.000Z): Google, I didn't let it down, accompanying it all the way from the bottom, though I ended up selling it too early😭.