Author recounts a long NVDA holding since 2017, trimmed most of it because upside is priced in, but still believes NVDA will dominate AI hardware.
NVDA — LONG The author has held NVDA since 2017 and still holds some today, believing NVDA will continue to dominate AI hardware. The author trimmed a large portion of the position because most of the upside is already priced in, implying limited further re-rating despite the dominant AI hardware franchise. No explicit catalyst or time horizon is given beyond continued AI hardware leadership.
I think nvda will still dominate AI Hardware. The reason I trimmed is that most of the upside is priced in.
This Reddit post, published January 14, 2026, features u/jerryzhc discussing NVDA. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/jerryzhc · Tickers: NVDA