$NVIDIA(NVDA.US)Context:A lot of AI-related stocks have been getting hit lately, and NVDA hasn’t been spared. The recent…

$NVIDIA(NVDA.US)

Context:

A lot of AI-related stocks have been getting hit lately, and NVDA hasn’t been spared. The recent selloff seems to be less about whether AI is real and more about whether companies can actually earn enough from all the money being poured into it.

Honestly, I think that’s a fair question. Building AI infrastructure costs a lot, and strong demand today doesn’t automatically guarantee great returns tomorrow.

My Trade:

I’m still holding NVDA, and I’m trying not to let the broader AI selloff change my long-term view overnight.

For me, the important distinction is between the market becoming more cautious and NVIDIA’s actual business thesis getting weaker. They’re not necessarily the same thing. I want to keep watching real demand, customer spending and competition rather than treating every red day as evidence that the AI story is falling apart.

Of course, I could be wrong. That’s why I don’t want conviction to turn into an excuse to ignore new information.

Takeaway:

I don’t need the market to agree with my view every day. But I do need to keep checking whether my reasons for holding still make sense.

The question I am asking myself isn’t whether NVDA will bounce tomorrow. It’s what evidence would actually make me change my mind.