---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39660082.md"
description: "$NVIDIA(NVDA.US)$Alphabet(GOOGL.US) account has recovered significantly.I took a look. The direct catalysts for the short-term rebound are mainly two aspects.On one hand, there is an expectation of a phased easing in the Middle East situation. Donald Trump stated that the US might end military operations against Iran within two to three weeks; Iranian President Pezeshkian also responded that Iran intends to end this war, but on the condition that it must obtain guarantees to prevent similar aggression from happening again.On the other hand, NVIDIA itself released positive news again. NVIDIA announced a $2 billion investment in Marvell and further expanded cooperation between the two sides on AI infrastructure. This news strengthened market expectations for the continued expansion of the AI industry chain and directly boosted sentiment around "Dazi."Therefore, this surge in "Dazi" is driven both by valuation recovery from the easing of geopolitical risks and by positive company-specific developments.But even so, I still think this looks more like a technical rebound rather than a one-sided reversal after risks have been completely eliminated. Because the aftereffects brought by the war and oil prices have not truly disappeared.Precisely because of this, I bought quite a bit of "Dazi" below 170 a few days ago. Now, taking advantage of this rebound, I'm appropriately taking back some bullets to leave some room for maneuver for possible future fluctuations.But if we extend the time horizon, my view on the market remains unchanged.As Dan Bin said, looking back at decades of market history, whether it's past Middle East crises, pandemic shocks, or other black swan events, short-term panic sell-offs were ultimately digested by time. As long as the underlying logic of the global economy remains unchanged and the growth momentum of high-quality tech companies does not diminish, the market will eventually return to its intrinsic value. Although the Nasdaq has undergone continuous adjustments recently and technically entered oversold territory, the long-term wave of the AI revolution and technological innovation has never stopped. This is precisely the gift the market gives to long-termists.The most difficult moments are often the best investment opportunities. Short-term price movements are inherently impossible to predict accurately and there's no need to overthink them. True value investment is about staying rational when others panic, anchoring to the long term amidst market volatility, being friends with time, and deploying capital in high-quality assets that have been wrongly punished. What we need to do is to cut through the short-term noise, adhere to long-termism, quietly wait for the market to return to rationality, and reap the rose of time!"
datetime: "2026-04-01T02:38:35.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39660082.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39660082.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39660082.md)
author: "[爱妻的交易员](https://longbridge.com/en/profiles/17289850.md)"
---

# $NVIDIA(NVDA.US)$Alphabet(GOOGL.US) account has re…


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## Comments (2)

- **旺旺真旺 · 2026-04-01T02:58:01.000Z**: Thanks for sharing!
  - **爱妻的交易员** (2026-04-01T02:59:22.000Z): You're welcome