I’m holding a modest long position in NVIDIA (smaller than my position in Google), and expect to keep it for at least a few more months. I expect I only need NVIDIA margins to hold up for another 3 or 4 years for it to be a good investment now.
It will likely become a bubble before too long, but it doesn’t feel like one yet.
I’m holding a modest long position in NVIDIA (smaller than my position in Google), and expect to keep it for at least a few more months. I expect I only need NVIDIA margins to hold up for another 3 or 4 years for it to be a good investment now.
It will likely become a bubble before too long, but it doesn’t feel like one yet.