$NVIDIA Corp(NVDA)$ If you are holding Nvda as an investment , long term thesis looks robust. If you are trading, that is a different game. Long term / no stock goes up in one straight line. Spending is high. Googl reported that ai is yielding great results. Nvda is expanding its produucts to virtually every business. Risk factors long term are geopolitical,, supply issues , research and dev, competiton and economy. Ai seems to be less effected by overall economy for near future. They also seem to have a decent moat.Geopolitical is a threat and hard to quantify or handicap. Supply chain is decent but needs to be diversified. Overall, Nvda is still an exciting opportunity / we have owned for many years with no plans on selling. Now looking at dsta centers, clean energy stocks, uranium and nuc waste stocks as nect waves of expansion. Good luck longs.
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