Is going 100% NVDA long-term conviction or just me asking to get humbled?

I keep looking at NVDA and convincing myself it’s the closest thing to a “picks and shovels of the AI gold rush” play we’ve ever seen. Data centers, AI infra, CUDA moat, insane margins, basically printing money. Part of me wants to just go full conviction mode and park a large chunk (or honestly most) of my portfolio in NVDA for the next 5–10 years and ignore the noise. The other part of me is wondering if this is how people talked about Cisco in 1999. For those of you who’ve been through multiple cycles, is concentration like this ever justified? Or is this just recency bias + AI hype + me wanting to feel like a genius?