I thought you felt NVDA was high priced around $500, as competition would surely hurt them a lot in the coming year or two. Do you still feel that way, or have you upped your target on the stock ? Also what about the semi sector. It's up 1800% since early 2009, and another 30% the last two months !
If one likes NVDA but feels its too pricey, keep an eye on SMCI.That's a beauty that usually goes in tandem with NVDA (some kind of partnership they have).