I bought Nvidia end of 2024 at around 140, and it's done well relative to SnP, but it's one of my weaker positions relative to the amount I invested. It's down 25% from the top right now, but other stocks I own like rocketlab, nebius applied digital, even Microsoft, Sofi are a lot further off even their recent highs.
I think all the initiative in Nvidia has been gone for quite some time now, however even if it goes back up 20% I think I can make much more than that on those other more volatile stocks I mentioned.
Is this sane reasoning or should I be posting on wallstreetbets?