I am long on NVDA and feel that it has a long way to go. I remember when AVGO was in the $280 range and was worried that it had peaked. Look at it today. I also am long on MSFT and AI. My AI position is more speculative because it’s a smaller player, but I think it has a lot of promise.
If you have doubts on AI, you can always sell weekly Put Options in the low delta range (.10 - .25) for a steady income stream. If assigned, you at least have a lower entry point. Good luck.
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