Buy NVDA by May 12, 2027.

I just rebalanced my portfolio to: NVDA (25%), MU (20%), GOOGL (15%), META (15%), MSFT (15%), and LLY (10%). I compare the projected revenue growth and trailing operating profit margin to the multiple of enterprise value divided by projected operating profit to create a number I call Value Score. All of my picks have a Value Score of at least 2.0. I’m going to end 2025 +45-50%, after going +80% in 2024. I use margin to boost my return, but …