Leonid Zadorozhnykh @ProDoser: "𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲: 𝗜 𝗷𝘂𝘀𝘁 𝗯𝗼𝗼𝘀𝘁𝗲𝗱..."

Leonid Zadorozhnykh Bought $NVDA @179.23

Finland

𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲: 𝗜 𝗷𝘂𝘀𝘁 𝗯𝗼𝗼𝘀𝘁𝗲𝗱 𝗺𝘆 $NVDA (NVIDIA Corporation) 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗯𝘆 𝟬.𝟰𝟳% With all the “AI bubble” fear, defensive headlines and mixed market reactions after recent earnings, I still see long-term clarity where others don’t. Here’s why I added more $NVDA today: The global demand for AI compute is exploding far beyond current supply. Companies, governments, cloud providers — everyone is literally in a queue for GPUs that are sold out years ahead. This isn’t hype — it’s infrastructure build-out, the same way the world built electrical grids or the internet backbone. And in this race, Nvidia remains the #1 supplier with near-monopoly leadership in AI acceleration. The world needs more compute, and nobody is closer to delivering it at scale. 🔍 Other key AI tickers in my portfolio $AMD (Advanced Micro Devices Inc) Stepping up strongly with MI300, gaining momentum with cloud partners. A serious challenger — and that competition only grows the entire AI market. $QCOM (Qualcomm Inc) A silent winner of the edge-AI revolution. Phones, laptops, automotive, Qualcomm is embedding AI everywhere outside the data center. $META (Meta Platforms Inc) Aggressive builder of its own AI infrastructure (tens of billions yearly). Their Llama ecosystem is exploding — and META remains a GPU super-buyer. $NBIS (Nebius Group NV) A rapidly growing cloud-GPU and infrastructure provider with huge demand from enterprises. One of the most leveraged plays on global compute growth and highly complementary to Nvidia’s ecosystem. 📌 Long story short: 🟢 AI compute power is becoming the new oil. 🟢 Countries are competing for it. 🟢 Corporations are fighting for it. 🟢 Demand is much higher than supply and Nvidia is sitting at the center of it all. That’s why I increased my position. ——— ℹ️ Disclaimer: This post reflects my personal opinions and market observations and is not financial advice. 🤝 You can start copying my trades from just 300$ - check pinned post for more details. ⚠️ Past skyrocketing gains are not a guarantee of future results.