I’m watching NVIDIA closely to-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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I’m watching NVIDIA closely today. The $100B investment into OpenAI cements its leadership in AI infrastructure, but with valuations already stretched, I see both opportunity and bubble risk. I’m also cautious on Oracle after its massive surge—much of the good news may already be priced in, and counterparty risks from the $300B OpenAI deal remain. On the avoid list: smaller AI-themed stocks trading purely on hype without strong fundamentals. For now, I’m sitting with a mix—keeping cash ready for pullbacks, but not going all in at elevated levels. Selective exposure with risk control feels smarter than chasing momentum.

# 💰Stocks to watch today?(19 Dec)

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Enid Bertha
·09-24
Bears/trolls Nvda will not collapse as long as demand and spending show no weakness. What are we hearing? Are companies cutting back on AI spending or are they increasing?

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Merle Ted
·09-24
Nvda holds over 80% of a growing market. Everyone relies on this juggernaut in some form or another. That is a beautiful position to be in

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tothehill
·09-23
You've captured the balance perfectly—patience and strategy are key in these inflated markets.
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Athena Spenser
·09-24
NVDA’s OpenAI deal locks AI lead, but stretched valuation? Cash ready for dips!
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I’m also cautious on Oracle after its massive surge—much of the good news may already be priced in, and counterparty risks from the $300B OpenAI deal remain. On the avoid list: smaller AI-themed stocks trading purely on hype without strong fundamentals. For now, I’m sitting with a mix—keeping cash ready for pullbacks, but not going all in at elevated levels. 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