I’m watching NVIDIA closely to-To The Moon - Tiger Brokers Online Investing Community - To The Moon

I’m watching NVIDIA closely today. The $100B investment into OpenAI cements its leadership in AI infrastructure, but with valuations already stretched, I see both opportunity and bubble risk. I’m also cautious on Oracle after its massive surge—much of the good news may already be priced in, and counterparty risks from the $300B OpenAI deal remain. On the avoid list: smaller AI-themed stocks trading purely on hype without strong fundamentals. For now, I’m sitting with a mix—keeping cash ready for pullbacks, but not going all in at elevated levels. Selective exposure with risk control feels smarter than chasing momentum.

💰Stocks to watch today?(5 Dec)

1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!

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Comments

Enid Bertha
09-24
Enid Bertha
Bears/trolls Nvda will not collapse as long as demand and spending show no weakness. What are we hearing? Are companies cutting back on AI spending or are they increasing?
Merle Ted
09-24
Merle Ted
Nvda holds over 80% of a growing market. Everyone relies on this juggernaut in some form or another. That is a beautiful position to be in
tothehill
09-23
tothehill
You've captured the balance perfectly—patience and strategy are key in these inflated markets.
Athena Spenser
09-24
Athena Spenser
NVDA’s OpenAI deal locks AI lead, but stretched valuation? Cash ready for dips!

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