$NVIDIA(NVDA.US)

Expanding on my previous thought, patience is easy when you follow the money, not the noise. While retail traders worry about daily charts, the “Hyperscalers” (Amazon, Microsoft, Google) are doing the opposite. They are aggressively increasing their CapEx budgets specifically for AI infrastructure.

When the world’s biggest companies are in a race to buy every chip NVIDIA can produce, I see no reason to exit. The demand for Blackwell is already outstripping supply well into next year. This tells me the real growth cycle hasn’t even peaked yet. I’m staying calm and letting the corporate giants drive my portfolio higher.

@Bridge Buzz SG