$NVIDIA(NVDA.US)The earnings reaction was surprisingly muted at first, but Jensen’s stronger long-term guidance completely changed the mood and sent NVIDIA sharply higher. It reminded me how quickly expectations can reset with one conference call.
I used the rally to trim part of my position. Honestly, I don’t have much desire to add more here—NVIDIA feels increasingly like a mature market leader, and it’s becoming harder to find meaningful alpha at these valuations.
This week reinforced one lesson: don’t confuse a great company with a great trade. Sometimes taking partial profits is the more disciplined decision.
@Captain's Treasure
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