Since the announcement of the $AMD (Advanced Micro Devices Inc) –OpenAI deal, AMD’s shares surged by over 30 %, which validates our conviction and rewards our decision to hold it. I believe this partnership can benefit both companies over the longer term, OpenAI secures a competitive supplier beyond $NVDA (NVIDIA Corporation) , and AMD strengthens its foothold in the AI compute space. This move underscores that AMD is a serious challenger in the GPU/accelerator market, and I think it is a smart allocation to maintain a portion of it in our portfolio for the long run.
Thanks to that insight, our portfolio reached an all-time high. But yesterday’s renewed fears over a U.S.–China tariff escalation rattled markets, wiping out short-term gains. It’s a reminder that markets are volatile in the short run, even the savviest investor is unable to always forecast these macro shocks.
Given that, it is prudent to keep our focus on long-term fundamentals. We should remain patient, resist overreacting to daily swings, and be ready to add additional funds when valuations temporarily dip. Over time, compounding strong core holdings is more reliable than attempting to time every macro shock.... Show More
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Wed Mar 11 2026 01:35:50 GMT+0000 (Coordinated Universal Time)
