Obsessed with NVIDIA. Focused on the facts.

NVIDIA

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$NVIDIA(NVDA.US)I still think AI demand keeps growing from data centers to training and inference. The cycle is still strong. NVIDIA is right at the center of it, and I honestly respect how Jensen Huang sees it as a full shift in computing, not just a hype cycle.What I find impressive is the execution. Jensen focuses on building full-stack infrastructure, not just selling chips, and that makes the long-term story feel very solid.For me, this is all part of the process, not a turning point.@Bridge Buzz SG

$NVIDIA(NVDA.US)When I look at NVIDIA’s weekly chart, what I notice is fatigue, not weakness. The stock has already made a huge move, and the market is no longer willing to push it higher without rest.After rallying from the mid-80s to above 210, price failed to hold the highs and pulled back toward the rising moving averages. That rejection tells me buyers are no longer chasing. Price is now sitting near the 20 to 30 week EMA area, which feels like a natural pause after a strong run.The MACD turning negative supports this view. Momentum is cooling, not breaking down. This looks less like distribution and more like the market letting excess emotion fade.From my perspective, the trend remains intact. What is fading here is not confidence in NVIDIA, but urgency.@Bridge Buzz SG

$Taiwan Semiconductor(TSM.US)TSM pulled back after hitting 410, down about 1.36% today, but the uptrend is still intact.This looks more like a pause than weakness. TSM is still core to the AI supply chain, from advanced chips to data centers. Its moat remains extremely strong.I’m not focused on short term moves. If the fundamentals stay solid, dips are just noise. I’m staying long and holding through volatility.@Bridge Buzz SG

$Robinhood(HOOD.US)HOOD’s user growth is still going up and that is the main reason the thesis still holds.For monetization I care more about whether trading revenue and interest income are actually growing with usage rather than just account numbers or headlines.@Bridge Buzz SG

$Alphabet(GOOGL.US)Alphabet (GOOGL) is currently trading around 302. From a technical perspective, the price is near the lower range of the Bollinger Bands (around 298–305), suggesting a short-term consolidation phase. The resistance level is around 313, and a breakout above this could signal further upside. If the lower band holds, a rebound is possible. Fundamentally, AI developments remain a key long-term growth driver.#NewDiscussionZones

［Week 2 – My Portfolio Health Check: Earnings Season in Progress］1. Core & Structure:FIX remains my largest holding at over 55% weight. It reported strong Q1 results with big revenue growth, doubled EPS, and a record backlog. I still keep it as the core due to its stable business and ongoing data center demand. The rest is spread across tech, semiconductors and fintech, but concentration has increased.2. Performance & Earnings:This week’s performance was mainly driven by AI names. WDC led with strong gains on data center storage demand. CIEN and TSM also rose nicely on AI networking and foundry strength. CW edged up, while HOOD lagged and UGL fell with gold price volatility. NVDA is flat but remains a key watch.3. Positioning & Risk:Concentration has gone higher due to the core and strong performers. I know the risk but am not planning changes now. I will continue monitoring fundamentals and backlog trends. UGL provides a small hedge and HOOD adds fintech exposure.Overall, Earnings Season has just started and we are seeing clear winners and laggards. Next I will watch CW earnings and AI infrastructure reactions. I plan to keep doing weekly reviews and stay disciplined.#My Portfolio Health Check

$Pro Ultr GLD(UGL.US)Gold prices moved this week and UGL followed the daily swings. I have been holding my position without adding more, even when it pulled back from recent highs, as my current average cost is relatively high.The position size remains unchanged and within my usual range. I continue to watch the daily movements while sticking to my existing plan.This is just my personal sharing and experience, not financial advice.@Bridge Buzz SG

$IREN(IREN.US)IREN is pivoting its business at the right time. Securing 4.5 gigawatts of power is a big achievement and puts them in a strong position for the next generation of data centers.The steady growth in AI cloud revenue shows that their strategy is starting to work.I’m holding my position because the mix of high-density cooling technology and large-scale power access looks like a solid formula.@Bridge Buzz SG

$Proshares UltraPro Short QQQ ETF(SQQQ.US)I’ve been reviewing the technical data for SQQQ, and the RSI is currently sitting in oversold territory below the 30 level.At the same time, the MACD histogram is showing a decline in bearish momentum. From my perspective, this could open the door for a short term bounce in price.That said, I’m staying cautious. The broader trend of the Nasdaq index remains very strong, which makes me careful about taking any aggressive positions in an inverse ETF like this.# NewDiscussion Zones

Day 7 – Watching QQQ Near Support#MyInvestmentDiaryI'm observing Invesco QQQ Trust as price pulls back toward the support zone around 590–595. The ETF is currently trading below the 20 and 50 SMA, showing short-term weakness.Insights: RSI is near the lower range and MACD remains negative, suggesting momentum is still bearish. However, the price is approaching a key support area and the 200 SMA.Plan: I’m watching for a potential bounce from this level before considering any entry.

$Ciena(CIEN.US)I stay in CIEN as long as it holds above the rising 20, 50, and 200 EMAs. The alignment of these moving averages keeps the trend intact.The 20 EMA is my first line of support, with the 50 EMA as the key level I watch on pullbacks. I’ll add into strength fading toward those areas as long as the structure stays healthy.If price breaks below the 50 EMA, that’s when I start to rethink the position.@Bridge Buzz SG

$Direxion Semicon Bull 3X(SOXL.US)Today, SOXL showed high volatility while maintaining strong momentum in the semiconductor sector.It continues to track the strength of leaders like NVIDIA and TSMC, with amplified moves due to its 3x leverage, making it more suited for short term trading.@Bridge Buzz SG

$Pro Ultr GLD(UGL.US)Gold has been consolidating after the recent push higher, and the structure still looks constructive.UGL remains positioned within this broader macro trend, supported by ongoing structural demand for gold.This is just my personal sharing and experience, not financial advice.@Bridge Buzz SG

$英伟达(NVDA.US)I noticed something strange while listening to the Big Tech earnings calls. Usually, CEOs talk about cutting costs. But when it comes to NVIDIA, they are terrified of spending too little.This is pure "FOMO" at the trillion-dollar level. Zuckerberg and Nadella aren't buying chips because they want to; they are buying them because they are scared to death of falling behind. It’s a classic "Prisoner's Dilemma." If they stop buying for one quarter, they risk losing the next decade. When your customers are buying out of fear rather than desire, you have the ultimate pricing power.I plan to stay invested as long as this fear keeps driving the biggest checkbooks in the world.@Bridge Buzz SG

$SoFi Tech(SOFI.US)The price trend on SOFI has been rough lately sliding down from the peaks and trading well off those highs. It looks like its testing some lower support levels after a strong run before. I am watching for signs of stabilization or a bounce if broader market conditions improve. Part of me wonders if this is just consolidation before another leg up. What are your thoughts on where the chart might head next.#NewDiscussionZones