#分享美股交易赢英伟达股票 Sharing US stock trading: Winning with NVIDIA

Earlier this year, when NVIDIA (NVDA) stock price pulled back to around $480, I chose to build a position. At the time, the market was divided on the demand for AI chips, but after carefully studying its data center business growth rate and supply chain situation, I concluded that the demand for computing power was far from peaking.

After I bought, the stock price once fell to $420, and my unrealized loss exceeded 12%. I didn’t panic—instead, I added to my position at $430 to lower my average cost. The key catalyst came with the May earnings report: data center revenue for the quarter surged 427% year over year, the stock jumped more than 9% in a single day, and it broke through the trading range.

In the end, I took profits in batches around $780, held the position for about 4 months, and achieved a return of over 60%. This trade made me deeply understand that for companies with strong competitive moats and long-term logic, short-term fluctuations are friends, not enemies.

Of course, the biggest challenge along the way was overcoming the greed of “continuing to rise after selling.” My current takeaway is: buy amid divergence, sell when things align, and stay within your circle of competence—this matters more than chasing hot trends.

(Sharing is for reference only and does not constitute investment advice. The stock market carries risks, and you should invest carefully.)