@Lanceljx:For long-term investors, a 3-4% pullback in NVIDIA is not especially meaningful. The core thesis remains intact: hyperscaler AI spending is still growing, TSMC continues to report strong demand, and NVIDIA remains the dominant supplier of AI accelerators. That said, the market is no longer pricing NVIDIA as a cyclical chip company. Expectations are extremely high. Broadcom's reaction shows that even strong results can trigger selloffs if guidance fails to exceed lofty forecasts. My approach would be gradual accumulation rather than trying to time the bottom. Geopolitical headlines and profit-taking could create further volatility, but waiting for complete clarity often means buying at higher prices later. The key question is not whether NVDA can grow, but whether growth can continue to out

@momoyo:$小馬智行(PONY)$行業趨勢很清晰了。電動化解決“動力問題”，智能化解決“決策問題”，而自動駕駛是終極形態。

@momoyo:$小馬智行(PONY)$行業趨勢很清晰了。電動化解決“動力問題”，智能化解決“決策問題”，而自動駕駛是終極形態。

@momoyo:$小馬智行(PONY)$行業趨勢很清晰了。電動化解決“動力問題”，智能化解決“決策問題”，而自動駕駛是終極形態。

@MilkTeaBro:$CHOW SANG SANG(00116)$ I have held Chow Sang Sang (00116) for a year and decided to add more to my position today. As a traditional jeweler, the company’s book value is largely underpinned by its physical gold inventory, providing a solid asset base.

@singsongone11:古古怪怪