If people are selling it means the price will soften. Which is an opportunity to purchase if you believe in the forward market size. Otherwise you can bail. For me if I have the $ happy to add
I do not view this as anything negative. What it says Softbank is balancing the portfolio. It could also mean they are looking something that has more growth. So my view is all good
This comment is not just for NVDIA. This is on the general outlook on AI. We are at the beginning of a new frontier. Just like the invention of wheel and turbine. Thus anything AI centric will be charging forward. There will be tons of opportunities. Simply said for NVDIA $5T is the beginning
The new model would have some effects. Particularly for people whose focus is EV. Tesla is moving very fast away from EV. If you invest for EV I feel is a lost. If you invest because is an AI company. That would be your returns
$ARK Innovation ETF(ARKK)$ I am sure the comments are true and he means well. I would suggest go back to fundamentals and do due diligence and research so that you can park your money to places that adds value. Regardless of market situation
I believe I'm holding NVDIA. The engine has just started. It will be AI infrastructure. It is only beginning only. Why sell? I will hold. If I have cash I will buy.
$Palantir Technologies Inc.(PLTR)$ personally I will not as I am a small timer. I believe in the potential of the company. There is plenty of possible potential. Of course if I am ARK where I need to manage such a huge portfolio, I will take their path and switch around to give the best return