I opened $DBS Group Holdings(D05.SI)$ ,Adding Dbs gradually for the rich dividends while it stays under pressure with a series of rate cuts for the next 1 year.
According to wall street analyst, nvda remains one of the cheapest pure play AI even after its meteoric rise over the last two years because its earnings have kept up and even exceeded its price growth trend thereby maintaining a reasonable forward PE of 27 vs previous cycle forward PE of around 60ish. https://youtu.be/UtqgWFEd-50?si=ki9ALEeV0AvDX2rd
Yes it is just a matter of time- probably this year or next - since it is compounding at similar rate to SP500 (about 10 percent a year) given its large size and diversified USA exposure.