Author is reluctant to sell NVDA and GOOGL holdings to fund a house renovation, citing China export approval and AI hype for NVDA and continued growth belief for Google.
NVDA — LONG The author holds Nvidia up around 35% and believes it will rise further, citing the green light to sell to China and ongoing AI hype. The mechanism is renewed China export access plus AI demand driving the stock higher. The author is weighing whether to hold rather than sell to fund a renovation.
One of my positions is Nvidia (up around 35%) and with the green light to sell to China, and the AI hype I think it’ll go up some more.
This Reddit post, published January 23, 2026, features u/ToughOwl8995 discussing NVDA. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/ToughOwl8995 · Tickers: NVDA