personally i see no reason to invest in nvidia or any chips with this current administration. they've already been dead money for over a year and now are some of the most politically sensitive stocks. software has been making the strongest recoveries and/or new highs weekly and is a lot less stressful to hold for now
i guess if your timeframe is 10+ years it doesn't matter but to me the risk/reward for nvidia is just not there in the short term (2-4 years). on top of that it's also somehow an extremely volatile stock even at 3T mcap so it's kinda lose/lose to me
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