I still hold NVIDIA today, largely because I still see a moat there for the foreseeable future. That said, it's hard to invision another large multiple increase anytime soon. If I didn't already have a position I'd likely be content that 6.22% of the VOO index (S&P 500) is NVIDIA.
Regarding Tesla, they are dealing with a packed EV market, and Elon's stirring up more drama these days. I need more than just another car from them. I'm hoping for more technical innovation and sitting on the sidelines until then.
Would you still buy Tesla or NVIDIA today?
Not finance advice, but my take:
I still hold NVIDIA today, largely because I still see a moat there for the foreseeable future. That said, it's hard to invision another large multiple increase anytime soon. If I didn't already have a position I'd likely be content that 6.22% of the VOO index (S&P 500) is NVIDIA.
Regarding Tesla, they are dealing with a packed EV market, and Elon's stirring up more drama these days. I need more than just another car from them. I'm hoping for more technical innovation and sitting on the sidelines until then.