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.
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.
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.