To The Moon

$英偉達(NVDA)$ NVIDIA 在 2026 年依然是 AI 領域無可爭議的王者。根據 CES 2026 的最新動態，黃仁勳正式宣佈下一代超級晶片平臺 Vera Rubin 已全面投產，預計將在下半年推出。華爾街投行如美銀、Evercore ISI 均重申其為「2026 年首選股」，目標價直指 300 美元以上。 NVIDIA 的買入邏輯已從單純的硬體銷售演變為生態系壟斷。目前全球所有主流大模型均在 NVIDIA 的 CUDA 生態上運行，這形成了極高的護城河。此外，NVIDIA 已成功切入自動駕駛領域，其專為推理設計的 Alpamayo 模型 將搭載於 2026 年款賓士車系。在 AI 算力需求從「訓練」轉向規模更龐大的「推理」市場之際，NVIDIA 憑藉軟硬一體化的優勢，正持續轉化其技術領先為超額利潤，是 AI 賽道上的絕對領頭羊。

$Macy's(M)$ @Trade Feed Decoder

$Grab Holdings(GRAB)$ Grab Holdings (GRAB) presents a complex investment profile characterized by a pivotal transition to profitability against a backdrop of recent stock price weakness and significant strategic expansion efforts. Grab is at a critical juncture, having achieved its first full-year of profitability in 2025, a major milestone. However, the stock is currently under pressure due to a combination of recent capital outflows, elevated short interest, and market concerns over growth sustainability and regulatory hurdles for its expansion plans. The company's aggressive strategic moves into new markets and technologies offer long-term growth potential but introduce near-term execution risks and capital allocation questions.

$Tesla Motors(TSLA)$ at prices so low.

$AMZN 20260320 230.0 CALL$

$AMZN 20260320 230.0 CALL$

$Advanced Micro Devices(AMD)$ I made an additional investment in AMD (NASDAQ:AMD) due to its compelling long-term growth prospects. The company’s expansion in AI-driven data centers and rising demand positions it well for accelerated revenue growth in 2027. With a potential third gigawatt-scale customer, possibly Microsoft, alongside Meta Platforms and OpenAI, AMD is strengthening its leadership in high-performance computing. The company clarified that equity deals are not required for such contracts, seeing them instead as strategic partnerships that can accelerate market share gains. This reinforces my confidence in AMD’s ability to capitalize on the AI and accelerator market trends.

$Amazon.com(AMZN)$ elevated spending continues through 2027. I added to my position in Amazon.com Inc. following the market’s cautious reaction to its Q4 2025 results. While UBS Group AG lowered its price target to $301 due to higher-than-expected FY2026 capital expenditure guidance of $200 billion, the increased investment signals Amazon’s long-term commitment to expanding infrastructure and AI capabilities. More importantly, UBS expects Amazon Web Services growth to accelerate sharply to 38% in 2026 from 19% in 2025. If sustained spending continues, AWS could maintain mid-30% growth through 2027, strengthening Amazon’s dominant position in cloud computing and supporting long-term shareholder value.