Jian Lim @jianswang: "I'll be honest with you..."

Malaysia

I'll be honest with you — the recent market volatility messed with my head too. Watching your portfolio go green, then red, then green again before lunch is not fun. The $DJ30 and $NSDQ100 dropped in the morning and recovered by afternoon. It happened more than once. I get why people panic. The geopolitical noise is real. Oil above $110, potentially no rate cuts, Iran war dragging on. But here's what kept me calm. I looked at what I actually own and why. $NVDA (NVIDIA Corporation) is down on the year — but their Rubin chip is in full production and H100 prices just jumped 40% because demand is still outrunning supply. $MU (Micron Technology, Inc.) literally tripled revenue year-over-year and is sold out of memory chips for the rest of 2026. $GOOGL (Alphabet Inc Class A) just dropped Gemma 4 and is part of a the AI spending wave that nobody is slowing down. We just need to be patient and continue to invest additionally funds during the dips.

Not investment advice. The author may have financial interests in the mentioned instruments.