🌟🌟🌟2026 has been a great year for me as I have watched my portfolio slowly grow with $NVIDIA(NVDA)$ as one of the best performers.    It is currently up 23.88% year todate.  NVIDIA has rewarded me with a  massive USD 150 billion repurchase.  Morgan Stanley has reinstated NVIDIA as its top semiconductor pick, citing the upcoming Blackwell server rack shipments seeing an "insane, unquenchable" wave of demand.

The consensus Wall Street target for NVIDIA has been raised to USD 321.30, an upside potential of 39%.

When I look back at how the year unfolded, my spectacular 93% gain on NVIDIA wasn't the result of some lucky 24 hours guess.  It happened because I am able to do absolutely nothing when the short term noise tried to rattle me.

I understood the reality of the AI supercycle, kept my seat on the rocket ship & simply let my winners ride the wave.

By being patient, I have allowed the power of compounding do the heavy lifting for me.

@TigerStars @Tiger_comments @Tiger_SG

# Investment has "hundreds of millions"

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  • Hilliton324
    Β·10-05
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    93% is already monster stuff, but the part that matters is sitting through the noise. Blackwell demand and that 150B buyback are doing the heavy lifting here πŸš€
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    • koolgal:Β 
      With Blackwell and Rubin, NVIDIA is on a strong growth trajectory.
      10-05
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    • koolgal:Β 
      Thanks for sharing your valuable insights πŸ₯°πŸ₯°πŸ₯°
      10-05
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    • koolgal:Β 
      May you be equally blessed with lots of winning trades πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
      10-05
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  • MortimerDodd
    Β·10-05
    TOP
    Demand sounds unstoppable until customers start trimming capex. I care more about Blackwell efficiency proving out than the hype
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    • koolgal:Β 
      Blackwell efficiency is certainly important to drive the growth.
      10-05
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    • koolgal:Β 
      You are absolutely right πŸ‘πŸ‘πŸ‘
      10-05
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    • koolgal:Β 
      May you have a winning week πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
      10-05
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  • InverseCramer
    Β·10-06
    Cool gains!
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    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
      10-06
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    • koolgal:Β 
      Thanks 😊😊😊
      10-06
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    • koolgal:Β 
      Appreciate your support πŸ₯°πŸ₯°πŸ₯°
      10-06
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