I’ve been on autopilot for 3 years and just checked my account for the first time in a while

I set up automatic monthly contributions in early 2023 and basically stopped paying attention. Just opened the app for the first time in maybe 14 months. Some things I did not expect:

NVDA is now 31% of my portfolio. I bought it in 2022 when it was down and then mostly forgot about it. I apparently also own Palantir. I genuinely do not remember buying Palantir. My total return over the last 3 years is around 94%. I am almost certain I would have done worse if I had been checking every week.

Now I don’t really know what to do.
NVDA feels too concentrated, but I also feel weird selling something that has carried the account this hard. I’m also nervous about rebalancing because I don’t know what the tax situation looks like. The other thing I noticed is that my moomoo has prediction markets now. Maybe the mistake was not having those buckets separated before, which made me wonder if I should separate my brain into two buckets: long-term holdings I mostly leave alone, and tiny event-based positions for specific views I actually want to follow.

Is “keep ignoring it for another 3 years” a valid strategy? Asking genuinely.