To The Moon

Hi Tigers 👋

Sometimes the market is buzzing with activity, and sometimes it’s quiet. But whenever certain “legendary investors” make a move, the spotlight tends to shift to them almost instantly.

This time, the person drawing attention is billionaire Leo KoGuan, who first entered the public spotlight years ago after becoming one of the largest individual shareholders of $Tesla Motors(TSLA)$

And this week, he made headlines again after revealing on social media that he had purchased 1 million shares of $NVIDIA(NVDA)$ .

1. A Nearly $180 Million “Vote of Confidence” in AI

According to a post he shared on X, KoGuan bought 1 million shares of NVIDIA on March 3, and stated:

“I am convinced that artificial intelligence is not a bubble. This is only the beginning.”

Based on NVIDIA’s closing price of around $180 that day, the transaction would be worth close to $180 million.

What’s even more interesting is that he added he may soon buy another 1 million shares, with a simple reason:

To “support the market” during a tense period.

For an investor with a net worth of over $10 billion, publicly expressing confidence in this way naturally attracts a lot of attention.

So here’s the question: If you were in his position, would you keep adding to AI stocks at current levels? 🤔

2. Why Does the Market Pay So Much Attention to Him?

Many investors first heard of Leo KoGuan because of Tesla. Around 2020, as Tesla’s stock price surged, he gradually came into the spotlight and was widely described by the media as “one of Tesla’s largest individual shareholders.”

His investment style has also been quite aggressive:

• He began accumulating Tesla shares heavily in 2019

• He used a combination of options and common stock to quickly expand his position

• At one point, he held tens of millions of shares

During those years, whenever Tesla rallied, his name would often come up.

However, more recently, his relationship with Elon Musk has become a bit more complicated. He has publicly questioned Tesla’s extremely large compensation package designed for Musk.

Even so, he has said that:

He still mainly holds Tesla shares and U.S. Treasury securities.

He also remains optimistic about several of Tesla’s long-term stories, including:

• The energy business

• Robotaxi / Cybercab

• Teslabot

He even described Tesla as:

“The leading embodied AI company on Earth.”

3. From Software Entrepreneur to “AI Believer”

What many people don’t realize is that Leo KoGuan’s original wealth did not come from the stock market.

He is the founder of the American software company SHI International Corp.

Founded in 1989, SHI is an enterprise IT solutions provider that later grew into one of the world’s major software resellers and IT service companies.

• Annual revenue once exceeded $10 billion

• The company has maintained consistent profitability

• It operates with almost no bank debt

In other words, his first fortune came from the traditional IT industry, not capital markets.

Because of this background, he has long paid close attention to computing power, software, and AI infrastructure. So when the AI wave emerged, he was among the first investors to firmly embrace it.

4. The “Philosophy” Behind His AI Investments: KQID

Compared with ordinary investors, Leo KoGuan also carries a rather unique label:

A philosophical investor.

He proposed a theoretical framework called KQID (the Knowledge–Qi–Imaginary–Data Engine). In simple terms, he believes:

The universe is not made of matter, but of four elements:

• K — Knowledge

• Q — Qi

• I — Imaginary numbers

• D — Data

Within his framework:

• NVIDIA = the brain of AI computing power

• Tesla, Inc. = the physical body of AI

Together, he believes these two forces will ultimately help drive the emergence of AGI (Artificial General Intelligence).

In other words, his investments in NVIDIA and Tesla are really part of the same story.

5. So Here’s the Big Question…

From an investment logic perspective, his decision to buy NVIDIA is actually quite straightforward:

• AI models → require computing power

• Computing power → requires GPUs

• GPUs → NVIDIA

If you believe that AI is a long-term technological revolution, it’s hard to ignore NVIDIA.

But the debate in the market is also clear:

• Has the AI trade already become overheated?

• Is NVIDIA’s valuation too high now?

Large purchases like Leo KoGuan’s undoubtedly add more fuel to these discussions.

6. Questions for Everyone 👇

If we look at the market from today’s perspective:

• Do you feel more bullish on NVIDIA or Tesla, Inc.?

• Are you still riding the AI rally?

• If NVIDIA pulls back again, would you add more shares?

Feel free to share your thoughts in the comments 💬

After all, the most fascinating thing about the market is this: Some people are firmly betting on the future, while others prefer to wait.

For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.

🎉Cash Boost Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility Now

Find out more here.

Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Cash, CPF, SRS, or CDP.

Click to access the activity

Other helpful links:

• 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉

• How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.