I did participate in the April semiconductor rally, and my biggest winner was
$NVIDIA(NVDA)$ . Even though many chip stocks surged, Nvidia still delivered solid gains despite already being a crowded AI trade — a sign that the market continues to reward true AI leaders.
I’m still holding my $GRANITESHARES 1.5X LONG NVDA DAILY ETF(NVDL)$ position. The AI demand story remains strong, driven by ongoing data center and cloud capex. Nvidia is still at the center of this ecosystem, although I’m mindful of valuation and may trim if the stock becomes overly extended.
I believe the AI hardware rally still has room to run, but it will likely become more selective. Names like $Broadcom(AVGO)$ and $Micron Technology(MU)$ could rotate into leadership, but Nvidia remains my core long-term holding tied to AI growth.
@TigerEvents @TigerStars @Tiger_comments @TigerClub
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