$NVIDIA(NVDA.US)
The market feels cautious ahead of the May 20 earnings report. With the stock near $221, NVDA is up only roughly 16% this year versus a 61% jump in the semiconductor sector. Some worry that big tech customers building their own chips could slow growth.
I’m holding my shares and avoiding the frantic trading seen in other high-flying names. Selling a winner before a major product cycle starts is often how long-term edge gets lost. I’d rather wait for the official results and stay disciplined.
@Bridge Buzz SG
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