Thanks. Given my positions in AMD and INTC I'm definitely overweight this sector...will look to trim my NVDIA position by 50% EOY.
At the rate AI is taking off, there is more room, but there also need to be some pull back along the way.
Think I'm going to trim my position to 75% of its start-of-year position by the end of August, and then 50% EOY.
It's amazing how human psychology works. I'm upset over the shares that I sold instead of being happy that what I kept is now up an extra 10%+...
Demand for their chips for AI was something I did not expect to be this high! Looks like it took a lot of us by surprise!
Nvidia’s Plans To Crush Competition – B100, “X100”, H200, 224G SerDes, OCS, CPO, PCIe 7.0, HBM3E https://www.semianalysis.com/p/nvidias-plans-to-crush-competition NVDA is not messing around, waiting for everyone to catch up that is for sure!
Kicking myself for selling what I did, when I did. Have to remember that the strategy was the correct one...