Still holding NVIDIA. The decision to buy into this company was essentially based on optimism about its infrastructure role in the era of AI computing power. Whether it's data center GPUs, AI training chips, or the CUDA ecosystem, NVIDIA has established significant technological and ecosystem barriers.<object class="holding-card" type="holding-card" value="{&#34;images&#34;:[{&#34;dark_url&#34;:&#34;https:\/\/pub.pbkrs.com\/social\/2026\/23537689\/zm38HKXD3dEtERFodUdbfwGTE82pt1oy.jpg&#34;,&#34;height&#34;:&#34;260&#34;,&#34;share_url&#34;:&#34;https:\/\/pub.pbkrs.com\/social\/2026\/23537689\/kz6m4QWFxCvH3AocT3bNDqdxwEbtrtG8.jpg&#34;,&#34;light_url&#34;:&#34;https:\/\/pub.pbkrs.com\/social\/2026\/23537689\/vYfQhBCknVAtAPhYDAaR4MuSdSHKz1ub.jpg&#34;,&#34;width&#34;:&#34;192&#34;}]}"> </object>

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My Investment Diary

Still holding NVIDIA. The decision to buy into this company was essentially based on optimism about its infrastructure position in the era of AI computing power. Whether it's data center GPUs, AI training chips, or the CUDA ecosystem, NVIDIA has already established significant technological and ecosystem barriers.

Day 2 – My Investment Diary #MyInvestmentDiary