I know I am late.
When it comes to building my US stock portfolio, I won’t sugar-coat it — the best time was 10 years ago. The era when Nvidia was still just a promising GPU maker for gamers and researchers. That window has passed. But as the saying goes, the second-best time is now. And today, amid fear, noise and scepticism, I chose to begin.
I nibbled Nvidia.
Not because it is a “safe” stock. Not because it dipped. But because I believe that Nvidia is not merely a company — it is the foundational infrastructure of the AI age.
Buying fear, not headlines
NVDA pulled back after news circulated that Google is using its own AI chip, raising concerns that hyperscalers might one day reduce dependency on Nvidia. The market, as it often does, responded with panic rather than perspective. Algorithms sold. Traders fled. Commentators questioned sustainability.
But what many fail to grasp is this:
The AI revolution is not a zero-sum game. Demand is expanding faster than any single company can supply. Even if giants like Google, Amazon and Microsoft build their own chips, the scale, software stack, and ecosystem Nvidia has built is decades ahead.
This is not a supplier relationship. This is an operating system for intelligence.
Jensen Huang, Nvidia’s visionary founder and CEO, once said:
“AI is the new electricity. Just as electricity transformed every major industry, AI will do the same.”
And Nvidia is building the power grid.
This is not a stock. This is infrastructure.
When I bought Nvidia, I wasn’t thinking about next quarter’s earnings. I was thinking about the next decade.
We are witnessing:
AI factories replacing data centres
Autonomous systems rewriting logistics and transport
Neural networks reshaping medicine, design, manufacturing and defence
Entire industries rebuilding around accelerated computing
Jensen Huang framed it simply:
“We are at the beginning of a new industrial revolution.”
History teaches us that those who own the picks and shovels in a gold rush often win more than the miners. Nvidia is not digging for gold. It is selling the machinery that makes the entire industry function.
My conviction: Nvidia will compound into a behemoth
I believe Nvidia will become a US$10 trillion company within the next three years.
That may sound audacious. But so did Apple becoming the first trillion-dollar company. So did Amazon dominating global commerce. So did Tesla redefining transport.
I believe Nvidia will cross US$500. Then US$1,000. Then it will split again — and compound further. Not through hype, but through relentless innovation, pricing power, and dominance in AI compute.
This is not speculation. This is a structural thesis.
Jensen Huang famously embodies this mindset, often reminding investors and engineers alike:
“The more you buy, the more you save.”
It sounds tongue-in-cheek, but in his world, it reflects the unparalleled performance and efficiency of Nvidia’s ecosystem — and the confidence that customers who commit once, keep coming back.
A symbolic nibble — a strategic beginning
My purchase today is not aggressive. It is deliberate. It is a symbolic first brick in building my US equity portfolio.
For years, my investments have been anchored closer to home. S-Reits and local banks for dividend. Stable. Sensible. Predictable. But the future of capital growth lies in participating in technological revolutions — not just observing them.
This nibble represents:
A mindset shift
A commitment to global exposure
A belief in exponential technological acceleration
Yes, I am late. Yes, volatility will test my resolve. Yes, Nvidia will correct, retrace, scare and surge repeatedly.
But history does not reward perfect timing. It rewards those who own greatness and refuse to let go.
The journey begins here
This is not a trade. This is not momentum chasing. This is ownership.
Ownership in a company led by a man who wears the same leather jacket not as branding, but as a symbol of unwavering focus. Ownership in a vision where computing power becomes the engine of civilisation’s next phase.
As Jensen Huang puts it:
“We are going to change the world with AI – and we are just getting started.”
And so am I.
A small nibble today — but a long journey ahead.
Welcome to the beginning of my US stock portfolio.
No comments:
Post a Comment