$NVIDIA(NVDA.US)$Tesla(TSLA.US) Currently, I only hold the common stock of these two companies. You can't just look at immediate profits; you have to consider the long term. The demand for AI is huge; those selling the 'shovels' will always have a market, and their moats are deep. Tesla's developments in autonomous driving and humanoid robots are worth watching in the long run. Memory is always a significant part of AI, so I'm holding some and added a bit. Google and Amazon's cloud businesses are growing relatively fast. It's just that AI spending is quite high. If the returns later are okay, it's only a matter of time before they rise. TSMC's price is too high; I'm a bit hesitant to buy. But I think TSMC's valuation is undervalued. Let's see if there's a suitable entry point later.