So you all are probably going to hate this, but I feel compelled to make a case for dumping NVDA.
First, the market cap of NVDA is more than the ENTIRE Chinese Stock Exchange.
https://finance.yahoo.com/news/nvidi...010315545.html
P/E Ratio
NVDA 66.28
Microsoft 36.86 (also pushed up by the AI)
Google 24.52 (probably the best shot at applicable AI)
Qualcomm 22.02
Texas Instruments 23.05
Some analyst I heard say in order to reach it's lofty valuation, it would have to get ANOTHER paradigm changing technology and dominate it like they did AI. No clue if that's right or not, but that's fairly horrifying.
I've done it with commodities, it's a lot easier to live with yourself if you give up some upside than if you ride it down. It does for me anyway.
If it were me, I'd dump it.