$NVIDIA(NVDA.US) is about to report earnings after hours. I'm a bit nervous, sold 1% of my NVIDIA position at 182 as a hedge. At this point in time: on one hand, the agentic narrative and the exponential increase in demand for inference, the AI narrative logic is super strong. On the other hand, NVIDIA's high base over the past two years, and 10%
is approaching a critical position of five trillion, Wall Street's appetite is growing, and the pressure to continuously beat expectations is indeed increasing, talk is cheap.
April this year is a money-making opportunity. If for any reason, NVIDIA can drop a wave, I would be very happy to buy back a large portion of the chips. Buy more than before.
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