Brilliant article. Something I am realized this week as well. I was holding onto 2021 thesis for too long and paid for it dearly. Need to reset the thinking going forward. The ground underneath has shifted.
Glad you found value in it. Always need to recalibrate with new information. Now, NVDA is a just one company in a great position in a growing industry, and we should be weary of overgeneralizing. But eyes need to be open.
You are exactly right. Even if this is a bubble with not much substance, it has legs and will last for a while. This will prop up the markets even in a recession. That's what Druck was saying as well. We might have a recession but not affect the indices at all.
Great article as usual …I have been holding NVDA for a few years and look forward to see how the stock does in coming years …. enjoy the holiday weekend
What an article TLBS! I have one week delay in your writings as this has been a busy week for me, car broke down and job is exhausting, but I hope tomorrow can catch you up with some coffee ;)
Brilliant article. Something I am realized this week as well. I was holding onto 2021 thesis for too long and paid for it dearly. Need to reset the thinking going forward. The ground underneath has shifted.
Glad you found value in it. Always need to recalibrate with new information. Now, NVDA is a just one company in a great position in a growing industry, and we should be weary of overgeneralizing. But eyes need to be open.
You are exactly right. Even if this is a bubble with not much substance, it has legs and will last for a while. This will prop up the markets even in a recession. That's what Druck was saying as well. We might have a recession but not affect the indices at all.
Great article as usual …I have been holding NVDA for a few years and look forward to see how the stock does in coming years …. enjoy the holiday weekend
Smart cookie! Surely its been a nice investment so far. Have a great weekend!
What an article TLBS! I have one week delay in your writings as this has been a busy week for me, car broke down and job is exhausting, but I hope tomorrow can catch you up with some coffee ;)
Thank you sir!
We certainly do appear to be at a bit of a crossroad today. Thanks for the article!
Thanks for reading!
Thank you, Bear! Great observations!
Appreciate the feedback always Mr. Dustan! hope you had a great weekend.