---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000848139.md"
description: "I see Nvidia’s move as a major evolution. It’s no longer just selling GPUs — it’s helping build the financing ecosystem behind AI infrastructure. The $500B target is ambitious, but Wall Street’s involvement shows how seriously the market views AI capex.For me, the bigger picture remains bullish. TSMC’s 44.7% July revenue growth confirms strong AI chip demand, while Singapore’s GDP upgrade shows the impact spreading globally. I’m also watching COHR and LITE closely after their recent pullbacks.I remain constructive on AI infrastructure, but more selective after the huge rally. Nvidia remains a high-conviction name for me, while LITE, CRWV and SMCI earnings could provide useful confirmation. I’d rather build on pullbacks than chase momentum."
datetime: "2026-08-11T03:27:22.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000848139.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000848139.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000848139.md)
author: "[Shyon](https://longbridge.com/en/profiles/2074437424523595776.md)"
generator: "portal-rs"
---

# I see Nvidia’s move as a major evolution. It’s no …


### Related Stocks

- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md)
- [SMCI.US](https://longbridge.com/en/quote/SMCI.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [COHR.US](https://longbridge.com/en/quote/COHR.US.md)
- [SMCIP.US](https://longbridge.com/en/quote/SMCIP.US.md)
- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

## Comments (2)

- **beta-one · 2026-08-11T05:22:03.000Z · 👍 1**: tsmc also took capex guide up to 60-64b for the year, that number matters more for cohr and lite than the monthly print does.
  - **Shyon** (2026-08-11T05:32:05.000Z): Thanks for sharing this info


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