---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000791291.md"
description: "$NVIDIA(NVDA.US) grinding to 211 and Jensen still talking $3-4 trillion a year in AI infra by 2030. that number is either the trade of the decade or the bubble of the decade. i'm long the core and betting it's real, but not adding at new highs into a week with CPI, five bank earnings and Hormuz all live. hold and watch, don't chase."
datetime: "2026-07-13T05:35:43.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000791291.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000791291.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000791291.md)
author: "[beta-one](https://longbridge.com/en/profiles/16656248.md)"
generator: "portal-rs"
---

# $NVIDIA(NVDA.US) grinding to 211 and Jensen still …


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

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