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🚨 PORTFOLIO UPDATE 🚨 Actuary by day. Part-time degen by night. Here we go! Thought I'd share where I'm currently at in my investing journey and my road to $1M. Trading 212 - S&S ISA This is my ISA port, which I've been building since the start of 2025. I'm mainly invested in AI, its picks and shovels plays and space stocks. Yessss I love Rocket MONEY - $RKLB, $PLTR, $NVDA and $HOOD. The port has been held back a bit recently by my exposure to photonics stocks. I'm still optimistic about the long term potential and hoping we see a much better 2027 for these plays. Options Trading Account I started options trading around October last year, so I'm pretty happy with how things have gone so far. With options, I like to keep things simple. I genuinely believe simple = success. I mainly focus on selling CC and CSP on a handful of stocks I have strong conviction in. I want to own companies I actually believe in, rather than chasing every opportunity that comes along that yields high premiums. One thing I'm learning and trying to control is that it's easy to get tempted by whatever is performing best right now. But just because something has worked for a year doesn't mean it'll keep working. Something I'm trying to remind myself of! NOW HERE'S MY DILEMMA..... Seeing how my options trading has been going is genuinely tempting me to move more money across from my ISA. Plus I'm not tempted to put anymore money into my 20k ISA allowance. Wild stuff. Part of me is even thinking about going full port into options. Yeah like a degen. But then again, am I just getting carried away by the recent performance? Both portfolios have different strategies and risks, so it's not exactly a straightforward decision. So do I stay patient with my ISA investment, or do I lean more towards investing into options? I'd love to hear what you lot think, especially anyone who's been in a similar position. THE ROAD TO £1M One of the reasons I started Hand of Compound was to document the actual journey towards financial freedom. Not just the final results, but the decisions, lessons and dilemmas along the way. I'm still learning, and hopefully we can all learn something from each other. If you're on your own investing journey, or just interested in building a better financial future, come along for the ride! Let's learn, grow and build wealth together. Not financial advice. Just sharing my journey.

WHILE NVIDIA FACES UNCERTAINTY, CHINESE AI CHIP STOCKS ARE SURGING Look what's happening in China as $NVDA deals with leadership uncertainty and potential tougher US chip restrictions. • SMIC: +5.2% • Hua Hong: +7.1% • Cambricon: +13% • STAR 50 Index: Nearly +5% Some serious moves. And here's what caught my attention. The US is trying to restrict China's access to advanced AI chips. But could these restrictions actually accelerate China's own semiconductor industry? Companies like SMIC, Huawei and Cambricon are already working on domestic alternatives. Of course, China still faces major challenges with advanced manufacturing equipment and memory shortages.

CHINA MAY NO LONGER BE ABLE TO ACCESS NVIDIA'S BEST AI CHIPS... EVEN THROUGH OTHER COUNTRIES This could be a big development for $NVDA. According to The Information, the US Commerce Department is finalising new restrictions to close a major loophole. Here's what's happening: • Chinese AI firms could be blocked from renting advanced US chip power through overseas data centres • Restrictions could expand to 7 more countries, including Singapore, Malaysia and Thailand • Data centres could face tighter licensing, reporting and monitoring requirements • Nvidia has reportedly opposed these restrictions Previously, Chinese companies could potentially access powerful Nvidia chips overseas without physically importing them into China. Now the US wants to close that loophole too. For me, this creates another risk for Nvidia's international business. But it could also accelerate China's push to develop its own AI chips. Nothing has been finalised yet, with an announcement possible this month.

ANOTHER NAME ADDED TO NVIDIA'S CEO SHORTLIST According to Semafor, Apple's hardware chief Johny Srouji is reportedly being considered to replace Jensen Huang at $NVDA. And here's something interesting. He was also considered for Intel's CEO role back in 2019. We've now got Colette Kress and Johny Srouji being mentioned as potential successors. Nothing confirmed yet.

COULD COLETTE KRESS BE NVIDIA'S NEXT CEO Peeps, we're still waiting to hear Jensen's fate, but another name is now emerging. According to reports, $NVDA CFO Colette Kress is being considered as a potential INTERIM CEO. Here's what we know: • Nvidia's board is still weighing Jensen's future • Colette could provide stability while a permanent replacement is found • Nvidia has reportedly hired an outside firm to search for successors • No official decision has been announced But here's what concerns me. Jensen has led Nvidia since 1993. Replacing someone with that much experience, vision and industry influence isn't going to be easy. And Wedbush's Dan Ives has warned that losing Jensen could hurt Nvidia more than the controversy itself. I still believe in $NVDA's long term fundamentals, but leadership matters. And remember, Steve Jobs, Bob Iger and Sam Altman all returned after leaving leadership roles. So even if Jensen goes, it doesn't necessarily mean goodbye forever.

Good morning X'ers ☀️ Here's something I've been thinking about. We don't always need a big reason to celebrate. Paid the bills? Made someone laugh? Had a decent night's sleep? That's a good day in my books. Don't underestimate the simple wins in life.

Again a very productive day. Thanks Jensen couldnt have done it without you. Goodnight beautiful community!!

ELON ON THE SUGGESTION OF HIRING JENSEN HUANG: 'THAT WOULD BE AN HONOR' Ohhh boy we better buy space X and Tesla boys.

WAIT... $10.2 BILLION IN NVIDIA REVENUE JUST DISAPPEARED FROM THE SINGAPORE CATEGORY Peeps, another interesting development surrounding $NVDA. According to the WSJ, Nvidia stopped reporting Singapore revenue separately in late 2025. And look at these numbers. • Singapore accounted for $10.2B in quarterly revenue • That's 22% of Nvidia's total revenue • Revenue billed to Singapore had grown 81% YoY • The following quarter, Singapore disappeared as a separate reporting category So what happened?! Nvidia changed how it reports revenue geographically, switching from customer billing addresses to company headquarters. Most Singapore billed revenue was then reclassified under the US. Now here's what concerns me. This happened months after Nvidia reportedly blocked Megaspeed over suspected chip smuggling concerns. There's NO established connection between the two events, and the accounting change doesn't prove wrongdoing. Nvidia says billing addresses don't necessarily show where chips are delivered. Fair enough! But neither does the new reporting method. As an $NVDA investor, I want more transparency around where these billions in AI chips are actually going. I'm still bullish long term, but investor confidence matters.

TRUMP IS STAYING OUT OF JENSEN'S FUTURE AT NVIDIA This is a big development for $NVDA. Despite Trump's close relationship with Jensen Huang, the White House reportedly WON'T intervene in Nvidia's board decision. • Board reportedly discussing Jensen's potential removal • Trump administration leaving the decision to Nvidia • No official decision on Jensen's future announced I genuinely thought Trump's support might help Jensen through this. But it looks like the board will have to make this decision without White House intervention. As a long-term $NVDA investor, I just hope whatever happens is in the best interests of the company and its shareholders.

NVIDIA IS REPORTEDLY SEARCHING FOR JENSEN HUANG'S REPLACEMENT I genuinely can't believe we're having this conversation. According to Bloomberg, $NVDA is reportedly working with an outside firm to identify potential successors to Jensen. Here's what's being reported: • Board considering an interim CEO • Search for a permanent replacement • Jensen has led Nvidia since founding it in 1993 • No removal decision has been announced And here's my biggest concern: Jensen isn't just any CEO. He's the man who helped build Nvidia into the AI giant it is today. His vision, leadership and relationships across the AI industry are incredibly valuable. But I also agree with the Raymond James analyst's point: Nvidia is bigger than one person, and its business fundamentals don't suddenly disappear if Jensen leaves. As a long-term $NVDA investor, I really hope the board makes the right decision based on the facts.

Isn't it ironic, the godfather himself Jensen who started the AI revolution is being meme of by his very own creation 🤣

NVIDIA WORKING WITH OUTSIDE FIRM TO FIND POSSIBLE NEW CEO NVIDIA WEIGHS NAMING TEMPORARY CEO BEFORE HOLDING WIDER SEARCH

🚨🚨 BREAKING NEWS 🚨🚨 Guys, relax!! 😂 Jensen is just getting his cavities and prostate checked. The media have got it all wrong. The man's just looking after his health!! Nothing to see here. $NVDA 🚀

F***! $NVDA JUST PLUNGED OVER 7% AFTER HOURS This is getting really painful for Nvidia investors. According to the WSJ, Nvidia's board is reportedly preparing to remove Jensen Huang as CEO. And the timing couldn't be worse. • $NVDA down over 7.3% after hours • New allegations involving another Nvidia executive • Board reportedly considering Jensen's removal • Nvidia hasn't confirmed the reports Daymmm, I've been backing Jensen throughout this, but this is now a serious leadership and reputational risk. The thought of Nvidia losing the man who built it into an AI giant genuinely concerns me. Nothing is confirmed yet, but investors clearly aren't liking the uncertainty. Would you buy this dip or stay away until Jensen's future is clear?

🚨 BREAKING: JENSEN HUANG COULD BE OUT AS NVIDIA CEO Daymmm, peeps! I genuinely didn't think we'd get to this point. According to WSJ, $NVDA's board is reportedly preparing to remove Jensen following allegations of two affairs, including one involving a suspected Chinese intelligence asset. The board could meet as early as TODAY to decide his future. Nothing is confirmed yet. As an $NVDA investor, this is seriously concerning. Could Nvidia really lose the man who built it into an AI giant?

COSTCO JUST ANNOUNCED A $13.3 BILLION CHRISTMAS PRESENT FOR SHAREHOLDERS $COST has announced a massive $30 PER SHARE special dividend. And that's not all. • $30 special dividend per share • $13.3B total payout to shareholders • $4B share buyback programme authorised • Record date: November 24 • Payment date: December 4 And look at how the stock has performed. • Up around 25% YTD • Up over 18% this quarter • Trading near record highs But here's what caught my attention. Costco is trading at around 46x forward earnings. That's more than DOUBLE the S&P 500's valuation. So while shareholders are getting rewarded, they're also paying a premium for a quality business. And remember, a special dividend isn't free money. The share price typically adjusts when the stock goes ex-dividend! For me, Costco is a great example of a business that keeps delivering for shareholders. But even a great company can be expensive at the wrong price.

JENSEN... PLEASE TELL ME THIS ISN'T ANOTHER SCANDAL Just when I thought things couldn't get any worse for $NVDA. The New York Times is reportedly alleging that Jensen Huang had ANOTHER extramarital relationship, this time with Nvidia's VP of Healthcare, Kimberly Powell. Here's what's being reported: • Five current or former employees reportedly discussed the alleged relationship • The two were reportedly seen being affectionate at a San Jose hotel • Witnesses claim Jensen's security team intervened when someone recorded the encounter • Powell reports directly to Jensen, raising potential conflict of interest questions And remember, Nvidia's board is already investigating Jensen's separate relationship with Alice Huang. No violation of company policy has been established in this new allegation. I don't want to get caught up in someone's personal life. But when you're the CEO of one of the world's biggest companies, your decisions can affect employees, shareholders and the company's reputation. I've backed Jensen throughout this, and I still believe in Nvidia's long term future. But f***, as an investor, this is becoming increasingly frustrating. At what point does Jensen's personal conduct become a serious corporate governance issue for $NVDA?