---
title: "Duan Shen has significantly increased his position in NVIDIA. This scale cannot be explained by simp"
description: "Duan Shen has significantly increased his position in NVIDIA. This scale cannot be explained by simple experimentation. According to Duan Shen's style, his understanding has deepened a bit more. 🤔The"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/38763890.md"
published_at: "2026-02-17T16:27:38.000Z"
author: "[招财大脸猫](https://longbridge.com/en/profiles/20073303)"
---

# Duan Shen has significantly increased his position in NVIDIA. This scale cannot be explained by simp

Duan Shen has significantly increased his position in NVIDIA. This scale cannot be explained by simple experimentation. According to Duan Shen's style, his understanding has deepened a bit more. 🤔

The massive capital expenditures by several giants in 2026 are absolutely the biggest positive for NVIDIA, and of course, a huge positive for TSMC as well. $NVIDIA(NVDA.US)

As for Google, one reason is that the market was spooked by the huge capital expenditures of several giants, and the other is its century-long corporate debt. Even government bonds wouldn't dare to be issued so recklessly, but Google dares, and there are still people scrambling to buy them, yet the market isn't buying it. It feels like Google is a non-tradable item. $Alphabet(GOOGL.US)

Additionally, the US stock market has been in a continuous downtrend. The biggest reason seems to be that a significant amount of US Treasury bonds have been sold off. Although I haven't fully grasped the logic behind it, it feels like the sell-off of US Treasuries has severely impacted the stock market.

### Related Stocks

- [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md)
- [GOOGL.US - Alphabet](https://longbridge.com/en/quote/GOOGL.US.md)
- [GOOG.US - Alphabet - C](https://longbridge.com/en/quote/GOOG.US.md)
- [TSM.US - Taiwan Semiconductor](https://longbridge.com/en/quote/TSM.US.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.