$NVIDIA(NVDA)$ I still believe in long term investment for $NVIDIA(NVDA)$ Is NVIDIA cheap right now? Short answer: Not “cheap”… but no longer extremely expensive either. It’s in what I’d call a “fair-to-premium” zone. Valuation Snapshot • P/E ~45 • Still high vs traditional stocks (10–20) • But reasonable vs AI growth peers Key point: For a company growing earnings 50%+, a 45x multiple is not crazy
$Circle Internet Corp.(CRCL)$ the only regret was I didn't buy more when $Circle Internet Corp.(CRCL)$ was half the price a month ago! lesson learnt - when a valuable company drops so low, don't be afraid to topup (assuming you have done your research and have faith in the company)
$ASML Holding NV(ASML)$ one of the only stocks I had profit last week. this One definitely worth holding to. Not too late to buy some if you haven't got any!
$NVIDIA(NVDA)$ has dropped back quite a bit, however the company is still going strong and I am expecting $NVIDIA(NVDA)$ stock to break $200 in the next few months (let's hope so)!
$Micron Technology(MU)$ Sold 2/3 and keep the rest. $Micron Technology(MU)$ is hot at the moment and the stock keeps going up. Breaking $330 soon hopefully. If it drops back to $300, will top it up again!