$Broadcom(AVGO.US)$NVIDIA(NVDA.US) Overslept. The overnight orders for Broadcom at 310 and NVIDIA at 171 were set, but Broadcom missed by a few cents and NVIDIA by a few dollars before being triggered. Will check again during the trading session.

Just casually sharing my thoughts on value-speculating in NVIDIA over the past half year. Not necessarily correct, for reference only. When I buy 'Dazi' (NVIDIA), I don't look at anything else, just the price.

Below 180, I buy in batches, e.g., 180, 175, 170; above 185, I sell in batches, e.g., 185, 190, 195. Buy at the target price, sell at the target price. It works every time.

Looking at the trend over the past half year, 170 has almost become NVIDIA's iron bottom. Every time it touches 170, it bounces back. For those wanting to build a position in 'Dazi', 175-170 is a good entry point. Then set aside funds for averaging down, and add to the position every time it drops 5%, and so on.

Recently, holders of 'Dazi' have been very frustrated. The earnings reports are clearly good, but the stock price doesn't rise, it even falls. Watching everything else go crazy while 'Dazi' has been circling around 180 for over half a year.

But that's what value investing is about. You have to endure what ordinary people cannot, restrain desires and impulses. Stock prices are like housing prices: adjustments are long, rises are brief. Often, adjustments and slow declines take months or even years, while violent rallies only need tens of days. Current NVIDIA is like Google in the past. So, you need immense patience to get results while waiting.

Secondly, each stock has a different cycle and rhythm; they can't all rise and fall together. Those holding four or five stocks simultaneously will deeply understand this. The process isn't important; the outcome is.

Although each earnings beat hasn't pushed the stock to new highs, it has been solidifying the current price level. Just waiting for a catalyst to break upwards. What you need to do is ensure you're on board when that catalyst arrives.

The reason many people suffer is essentially "speculating in the name of investing." Clearly engaging in speculative operations but always numbing themselves with the label of investment.

Unlike me, who from the start held the idea of value-speculation (only going heavy below 170), playing with small positions, buying at the target, selling at the target. Not regretting if I sell too early, no psychological burden.

Finally, summarize it in one sentence: either leave it or adapt to it.