NVDA is a core long-term holding; no profit-taking planned despite significant gains.

Nvidia, Palantir, Reddit, etc. My plan is to be a long-term holder of those names. For example, I have Nvidia that's up almost 500% and I haven't taken any profits and selling shares would actually mean that I'd be letting go of shares that I would just want to rebuy today.

That's my Nvidias, my Microsofts, my AMDs, my Teslas, my Amazons, all that stuff. I don't plan to sell those shares. I believe in those companies for a very, very long time.

But, I'm not 100% convinced that they will take market share from an AMD or an Nvidia or something like that.

And let's let's talk about Nvidia and Palantir for instance. When I first started buying those two companies way back in the day, I was looking at those companies as being part of that satellite strategy.

Kind of the high risk, high reward, but also very volatile. Now that those companies have matured over the past 5 10 years, I look at those as long-term holds.

that is why we take profits on these kind of high risk, high beta names and then we move that money and those profits back over to our long-term holds like we mentioned the Amazons and now the Nvidias and the Teslas of the world.

I agree with you if Nvidia is one of your long-term thesis holds, then go for it. You don't necessarily have to take profits.