To The Moon

🚀 I Bought $NVIDIA(NVDA)$   in the April Dip — Still Holding Tight as It Sprints Toward $4T 💼⚡

Back in April, when markets were shaky and tech looked oversold, I scooped up $NVDA — and it’s been one of my strongest plays this year. Since then, it’s not just bounced back — it’s exploded, riding the AI wave with unmatched momentum 🌊📈

Now with Nvidia eyeing a $4 trillion valuation and AMD rolling out its MI325 GPU to compete with the H200, the question is:

👉 Do we ride with the industry titan or rotate into the challenger with potential upside?

Here's my view as a holder of $NVDA:

🧠 Moat still deep: Nvidia isn’t just leading in hardware — it dominates the AI software ecosystem with CUDA. That’s sticky, defensible, and incredibly hard for AMD to replicate in the short term.

⚙️ Margins matter: Nvidia’s data centre margins are elite. Even with AMD launching competitive silicon, Nvidia’s full-stack solutions (chips + software + networking) give it superior pricing power and customer lock-in.

📊 Valuation vs narrative: Yes, $NVDA isn’t cheap — but neither was $AAPL in 2010 or $TSLA in 2020. The market is pricing in dominance, and so far, Nvidia keeps delivering quarter after quarter.

That said... I'm watching AMD 👀

Their MI325 and long-term AI investments aren’t trivial. If they keep gaining market share and improving power efficiency and cost per FLOP, AMD could eat into the lower/mid-range GPU market and post meaningful gains.

🔄 For now, I'm holding $NVDA but wouldn't rule out adding $AMD as a hedge — a barbell strategy between the leader and the fast follower.

💬 Over to you: 👉 Are you holding or trimming $NVDA at these levels?

👉 Would you rotate into $AMD, or double down on the leader?

👉 Long-term, who wins the AI compute war — the ecosystem king or the value challenger?