$NVDAB current price 229.69. It softened a bit today; down 1.17% over the past 24h. Trading volume is about 1.42 million, and the volume isn’t that big.

I’m a bit torn about this NVDA stock. The earlier surge pushed it up to over 233, and now it’s fallen back to hover around 230. I really can’t tell whether I should add more now or wait.

The reasons I’m still willing to hold are only two. First, on the AI side, capital expenditures haven’t shown a turnaround yet. A few cloud companies are still doing everything they can to stock up on chips—NV’s chips are still the most appealing. Second, once Blackwell production ramps up, the data center side is still moving upward, and the orders still look fully booked.

At 230, calling it cheap would be misleading—not cheap at all—but as long as the trend hasn’t broken, I’ll hold and see for now. What do you think about this one? Just chatting—U.S. stocks can be volatile, so weigh your position size yourself.
$NVDAB $AVGOB #美股 #bStocks #AI stocks