The bigger question for me is capital allocation. If the 50% FCF buyback rumor materializes, it could act as a strong downside buffer and sentiment catalyst. But at this stage, the market is shifting focus from growth to sustainability, especially with $Alphabet(GOOGL)$ and $Amazon.com(AMZN)$ pushing custom chips to reduce reliance on NVIDIA.
My strategy is to stay selective. I’m not chasing here—I’d rather accumulate on dips while also looking at the broader AI chain. NVIDIA is still the core, but 2026 feels more like a “distribution of gains” phase across the ecosystem rather than a one-stock dominance trade.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- LEESIMON·03-19 00:19🩷Good1Report