---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38662229.md"
description: "$NVIDIA(NVDA.US)$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."
datetime: "2026-02-11T14:45:11.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38662229.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38662229.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38662229.md)
author: "[找寻时间价值](https://longbridge.com/en/profiles/19397674.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/38662229.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38662229.md)


# $NVIDIA(NVDA.US)$Tesla(TSLA.US) Currently, I only …


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