To The Moon

From my perspective, Nvidia's recent rebound alongside Micron's  $Micron Technology(MU)$  strong earnings is a reminder that the market is still highly sensitive to real demand signals in the semiconductor space. When memory players start delivering upside, it usually confirms that the AI supply chain is not slowing, but rather broadening. That gives me more confidence that Nvidia's recent pullback was more about positioning and sentiment than any fundamental break.

I also pay close attention to Morgan Stanley's stance, and their continued conviction matters. Naming Nvidia, Broadcom $Broadcom(AVGO)$  , and Astera Labs as top semiconductor picks for 2026 tells me that leading institutions still see this as a multi-year cycle, not a short-lived AI bubble. If this were truly late-cycle, we would already be seeing downgrades and capital spending fatigue. Instead, the narrative remains one of structural demand.

On the "has Nvidia already hit bottom" question, I lean toward yes, or at least very close to it. Nvidia is no longer trading purely on hype; it is trading on visible orders, long lead times, and an ecosystem that is deeply embedded in global AI infrastructure. Every major cloud provider, enterprise AI rollout, and sovereign compute project continues to point back to Nvidia as the default platform.

From a strategy standpoint, this looks like a classic buy-the-dip environment rather than a time to chase or panic. Volatility will remain, but as long as AI compute demand stays "limitless," as Morgan Stanley puts it, Nvidia's earnings power and pricing strength should continue to reset higher over time. I am more focused on where the business will be in 2026 than on short-term price swings.

Overall, I remain firmly bullish. Nvidia $NVIDIA(NVDA)$  $GRANITESHARES 1.5X LONG NVDA DAILY ETF(NVDL)$  $Direxion Daily NVDA Bull 2X Shares(NVDU)$   is not just riding a cycle; it is shaping one. With the semiconductor upcycle still intact and AI adoption accelerating globally, I see this phase as consolidation before the next leg higher, not the end of the story.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community. 

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