---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39716936.md"
description: "#What's happening to my portfolio?I currently hold 2x long Google GGLL and 2x long NVIDIA NVDULet's see: Current P&L: GGLL: +12.27%, NVDU: -7.61%Action: Lie flatNext: Continue holdingAnalysis: NVIDIA is the leader in AI chips, data center demand is exploding, analysts' 2026 target price is $250-267 (currently around $170), high revenue growth, extremely valuable but volatile. Google's business is diversified (search, cloud, AI), target price around $355 (currently about $296), stable cash flow, strong AI monetization potential. Although March saw significant profit retracement due to the US-Iran war and market concerns about excessive AI spending, both stocks are viewed favorably for the long-term AI theme, so I'll continue holding."
datetime: "2026-04-03T07:13:07.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39716936.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39716936.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39716936.md)
author: "[Just Kevin](https://longbridge.com/en/profiles/17479083.md)"
---

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# #What's happening to my portfolio?I currently hold…


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