Was thinking for awhile whether to sell Nvidia
Went to brush teeth and came back with decision
Partly was because if I were to have a bigger cash possible
I better start early
And also, Nvidia was at a valuation I did not fancy
PE ratio was 50+
And they also have 2 very strong competitors
Intel and AMD
I like AMD, they are cheaper and catching up well
I read before that if there was no AMD, poor people cannot game
Also bitcoin is no longer a hype
so not as much GPU is needed
So it is hard to think that their earnings, which is 50 times smaller than their price, can catch up anytime soon.
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