I would like to talk about my expectation on Nvidia and the logic why I would consistently buy more.
First of all, I do not expect Nvidia would maintain the same momentum as its past few years given its market cap. Yet, I would still bet my house on Nvidia outperform the index given its compound growth in the next five years.
Regarding its Valuation, I do not see any issue why the market gave Nvidia this valuation because the growth is so consistent and certain. If you have taken a closer look at other major tech firms' financial report, you would notice they have poured Billion amount of money into AI infrastructure. You may also know that from Nvidia's gross margin. I would sell Nvidia if these two factors change.
120-128 is a great support. If you have been following me, you would see that I brought some at 134 (reason have been given) and I brought more at 127 in my major trading account. Remember I have been holding Nvidia since 2022, so my cost is extremely low. Always consider your own risk preference.
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