$NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ $Alphabet(GOOG)$
I’ve been long in AMD and NVDA.
Will let NVDA shares ride through earnings, accumulate if there is a sell off as there was in AMD. Win, Win, Winning.
NVDA stock pausing or pulling back modestly over several weeks would be healthy. But if NVDA earnings or guidance disappoint, NVDA could be punished severely. That would have repercussions for rival AMD but also Google and a slew of "AI" plays that have been driving the market higher.
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