all NVDA liquidated once it hit $950 on 3/25. It was expensive down around $600, but sometime the trend is your friend when playing with house money. Once it hit $950 that was it for me. It was a fabulous run since 2015 when I took my first position. Probably wont get any more chances like that: $1 invested=$7000 returned. Pipe dream type of stuff. All factors played into Nvidia's favor and the company is very well run with zero flaws in its business model and seamless EXECUTION in Data Center, Gaming and AI. It will be tough to replicate. Investors downplay the execution part of biz dynamics. Its almost as important as the product. Pat Sarma will no doubt help us out in this Dept. Fresh blood is needed within NWBO. Outside of the box thinking is critical. NW has a bunch of old, run down biz leaders who dont execute all that well. Would like to see more hires like this, particularly on the day-to-day Ops.
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