$NVIDIA(NVDA.US)2025 has ended, let's look forward to 2026 together. The forecast for 2026 is to rise first and then fall, and the allocation is very simple. It was fully allocated on December 30th and held without moving until June-August 2026, not exceeding August. As for why, you can list the events of 2026 and you will understand. I won’t explain much here. The portfolio is very simple: 60% NVIDIA, and the remaining 40% is $Reddit(RDDT.US)$Unity Software(U.US) these two AI applications, and then the Hong Kong stocks are $UBTECH ROBOTICS(09880.HK)$FOURTH PARADIGM(06682.HK) these two, a total of five fully held without moving. Why did I give up Tesla and choose NVIDIA? First, it’s the expectation of supplying China. You should know that this was 0 in the previous financial report. Second, in 2026, I am optimistic about the three sectors of aerospace, humanoid robots, and AI applications, and only NVIDIA perfectly fits these three. SpaceX’s IPO is to raise funds to buy chips to build data centers in space. Isn’t this a must-use for NVIDIA? Humanoid robots have been talked about by Lao Wang since the year before last, and it has always been said that deep participation cannot be separated from NVIDIA. The first year of commercialization of AI applications requires NVIDIA. The increase may not be the highest among the seven sisters, but the certainty is the highest among the seven sisters, so I will definitely buy certainty. I see NVIDIA’s price reaching 300. I won’t talk about the reasons for the other four, which may be wrong based on personal understanding, but they are all my carefully selected stocks that will double next year. Also, why don’t I buy humanoid robots and aerospace in the US stock market? It’s because I think buying A-shares and Hong Kong stocks in these two sectors will yield higher returns, not in this account. The above is only my personal opinion and does not constitute any investment advice. I wish everyone a smooth investment in 2026.