Technology is the engine of long‑term productivity and social improvement. I believe AI, electrification, and software‑driven services are reshaping costs, convenience, and opportunity across the economy. Today I added to my position in NVIDIA (NVDA) as the price dipped — a conviction buy based on the company’s structural role in AI compute and my view that demand for specialized chips will remain elevated even as markets gyrate. Recent investor skepticism after a strong quarter showed me how quickly sentiment can swing, but the underlying demand picture for AI compute remains powerful, in my opinion. My NVDA trades this month and why I trade the way I do My Medeiros Alpha Strategy (MAS) uses a Market‑Adaptive Pricing and Shaping formula geared towards frequent trading. It lets market action nominate candidates rather than relying solely on my own bottom‑up research. These candidates, I buy and sell around price action and liquidity, accepting that I’ll sometimes regret not sc...
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