The author holds a 100% portfolio position in NVTX comprising 2,857.617153 shares valued at $56,580.82, with an average cost of $20.87 per share. The current position shows a daily return of +$1,857.45 (+3.39%) and a total return of -$3,049.95 (-5.11%). Sentiment on the broader AI infrastructure trade remains bullish, driven by long-term capacity commitments and persistent supply bottlenecks.