Rate Of Return$NVIDIA(NVDA.US) Had nothing to do, so I asked genimi about Duan Yongping's cost basis for NVIDIA stock 😂
Considering his "11x" significant increase in holdings at the end of 2025, the early low-cost positions will be diluted by the later high-price additions:
• Core holding cost: It is estimated that the cost of most chips is between $160-$185.
• Actual book cost: If we include the premium he has accumulated over the years
by selling options (this part is usually considered by him as "cost reduction"), his overall breakeven point (Breakeven) might be around $140-$160.
Summary and Observations
• Duan Yongping's logic: In his remarks in early 2026, he mentioned that although he believes 90% of companies in the AI field have bubbles, NVIDIA has "representativeness" in the short term.
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