NVDA 是核心长期持仓，尽管涨幅显著，仍无获利了结计划。
逐段跳播
Nvidia、Palantir、Reddit 等等。我的计划是长期持有这些标的。比如说，我持有的 Nvidia 涨了将近 500%，而我没有做任何获利了结，卖出股票实际上意味着我要放弃那些我今天还会想重新买回来的股票。
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.
这些就是我的 Nvidia、我的 Microsoft、我的 AMD、我的 Tesla、我的 Amazon，诸如此类。我不打算卖出这些股票。我长期、非常非常长期地看好这些公司。
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.
但是，我并不百分之百确信它们会从 AMD 或 Nvidia 之类的公司手中抢走市场份额。
But, I'm not 100% convinced that they will take market share from an AMD or an Nvidia or something like that.
我们就拿 Nvidia 和 Palantir 来说吧。我最早开始买入这两家公司的时候，是把它们看作卫星策略的一部分，属于高风险、高回报，但同时也非常波动。如今这两家公司过去 5 年、10 年已经成熟，我把它们视为长期持仓。
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.
这就是为什么我们会在这些高风险、高贝塔的标的上获利了结，然后把这笔钱和这些利润重新配置到我们的长期持仓上，就像我们提到的 Amazon，以及现在的 Nvidia 和 Tesla 这类公司。
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.
我同意你的看法，如果 Nvidia 是你长期投资逻辑中的持仓之一，那就去做吧。你未必一定要获利了结。
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.
这个频道对 $NVDA 的历次判断
Rich Habits 在这只股票上共 7 条判断，这里只列相邻的几条。