First Post Here – Looking for Some Honest Advice on NVDA & GOOGL
u/YouZealousideal7906 ·
Reddit — r/ValueInvesting
· June 10, 2026 at 16:15
· ⬆ 15 pts
· 💬 42 comments
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AI Summary
Summary
The author holds long positions in NVDA (avg $220) and GOOGL (avg $372), now below water, and is worried about macro headwinds (Fed, rates, inflation, possible bear market).
Thesis: These are quality blue-chip AI companies with strong fundamentals and long-term growth, but near-term macro uncertainty creates doubt about holding vs. averaging down vs. waiting.
Quality assessment: Noise – this is a personal portfolio review/advice request, not well-researched DD. No new data or analysis presented.
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Hey everyone, this is my first post here and I’d appreciate some honest insights. I currently hold NVDA at an average price of $220 and GOOGL at $372, and both positions are well below my entry prices. I bought them because they’re blue-chip companies with strong fundamentals and long-term growth potential, especially in AI, but I’m becoming concerned about the broader market outlook. With the upcoming Fed meeting and uncertainty around interest rates, inflation, and economic growth, I’m wondering if we could be heading into a bear market or a prolonged correction. If rates remain high or increase further, could there be significantly more downside ahead for tech stocks? For those with more investing experience, would you continue holding quality companies through the volatility, average down, or wait on the sidelines for better opportunities? I’d really appreciate any constructive thoughts or experiences. Thanks in advance.