NVIDIA$NVIDIA(NVDA.US)
Everything in my portfolio is measured against my single best idea. Right now, that idea is Nvidia.
Before I sell a single share, I ask myself: "Is the thing I am going to buy better than this?" The answer is consistently no. Cash is losing value, and other stocks don't have this level of pricing power. Selling the king to buy a pawn makes zero sense to me.
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