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EC SD | NVDA will continue to rise to $240 or more next year. They are sold out of everything they can produce, and have near 100% sales visibility already for all of 2026. The years beyond that are also projected to be strong as the AI megatrend has a decade of growth ahead.
Buy the dips!! Any dip of 10% is a good entry point, and if they dip 20% consider it a huge gift!
Admittedly, I sold a bunch at $180-$185, but it is still, by far, my largest position out of 40 individual stocks that I own...
I also have huge gains on STX and MU this year. Both are experiencing huge growth from AI as the storage and memory providers to all of this data center build out. | |
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