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Stock: Nvidia (NVDA)
Back in mid-2020, I started building a position in Nvidia when it was around $130 (pre-split). My strategy was based on three key observations:
1. The booming demand for GPUs in gaming and AI.
2. Nvidia's early lead in AI/ML hardware acceleration.
3. Their consistent financial performance and strong moat.
I believed AI wasn't just a buzzword—it was an inevitable shift, and Nvidia was building the tools to power it. Fast forward to 2023–2024, the AI hype exploded, and...
Back in mid-2020, I started building a position in Nvidia when it was around $130 (pre-split). My strategy was based on three key observations:
1. The booming demand for GPUs in gaming and AI.
2. Nvidia's early lead in AI/ML hardware acceleration.
3. Their consistent financial performance and strong moat.
I believed AI wasn't just a buzzword—it was an inevitable shift, and Nvidia was building the tools to power it. Fast forward to 2023–2024, the AI hype exploded, and...
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rvsESOg2h3
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$Golden Heaven (GDHG.US)$ 2 out of 3 trade winner but sad reality todays dollar losses greater then gains but still mental victory . thanks to all my trades helping to learn more
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The wildfires never completely burn out; they come back alive with the spring breeze.
Translated
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$PBA (5041.MY)$
PBA presents a compelling risk-reward opportunity, underpinned by:
1. Upcoming Tariff Revisions – Key Catalyst
- The government allows water tariff adjustments every three years.
- Air Selangor is proposing a 30% hike—Penang’s water rates are much lower and could see a larger percentage increase, directly benefiting PBA’s bottom line.
- Non-domestic tariff hikes (the bulk of PBA’s revenue) are less politically sensitive, reducing execut...
PBA presents a compelling risk-reward opportunity, underpinned by:
1. Upcoming Tariff Revisions – Key Catalyst
- The government allows water tariff adjustments every three years.
- Air Selangor is proposing a 30% hike—Penang’s water rates are much lower and could see a larger percentage increase, directly benefiting PBA’s bottom line.
- Non-domestic tariff hikes (the bulk of PBA’s revenue) are less politically sensitive, reducing execut...
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rvsESOg2h3
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