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Nvidia (NVDA) has no shortage of high-profile believers, but when a billionaire with a history of concentrated, conviction-driven bets doubles down, the market tends to pay attention. Leo KoGuan recently revealed that he now owns 2 million shares of Nvidia, building his position in the AI chip giant at a time when volatility stemming from the Iran war has rattled investor confidence. Even more notably, KoGuan said he was buying in part to help “calm the nervous market,” signaling not just conviction in Nvidia’s fundamentals but in the broader AI trade.
So should you follow his lead? Is this a moment to “back up the truck,” or a time for discipline? In this article, we’ll break down what KoGuan’s purchase really signals, assess Nvidia’s fundamentals, and determine whether retail investors should be leaning in — or exercising patience.
