Buy NVDA by Dec 15, 2026.

Hey everyone, Looking to simplify my portfolio from \~24 individual holdings down to **12 high-conviction themes/positions**. I’m heavily bullish on AI long-term (spanning compute, physical power/cooling bottlenecks, cloud hyperscalers, and enterprise software), while keeping broad S&P 500 indexing as the foundation. I currently have about **12% in cash/money market** waiting to deploy. Here is my current high-level breakdown vs. target allocations Current Breakdown **S&P 500 Index Core (VOO):** 32% **Cash / Money Market:** 12% **Hyperscalers (AMZN, GOOG, MSFT):** 12% **Enterprise …