In the earlier iterations of this blog I would not bother to create entries for companies that I thought I knew well. Forehead slap emoji here. I bought NVIDIA on a dip many years ago because I always used their video cards back when I used to build machines for myself and some customers. I clearly remember reading about when people first started tapping into GPU for compute power and did not make the connection. I have taken profit several times on my NVIDIA holdings, and if I had been blogging about them all along I may have stopped doing that early enough to retire on the current valuation. Instead, I could get a really nice vacation out of it. Live and hopefully learn.
Anywho, I expect a lot of volatility this year on the price and I’m going to try to ride that wave without wiping out too badly when it inevitably eventually folds on top of me.