Tempted to sell off everything and put it into NVIDIA

I’m currently a college senior with about $25k spread throughout a few index funds. I’m tempted to sell off all of my positions and invest in NVIDIA. Sure, I missed a huge bull run of the stock in 2023, but I look at this as a long term play and can’t help but think that the growth of this stock will outpace the S&P or even NASDAQ over the next 5+ years, despite growing competition and vertical integration from tangential competitors.

Thoughts? Am I being stupid right now?

 

Actually, no, I hardly ever gamble. I feel like I’m typically quite risk averse, a trait from my parents, but I can’t help but think this mindset (index fund investing), while tried and true, will hold me down to a life of mediocrity among peers. This might be an example of trying to break out of that shell

 

There’s a big difference between taking calculated risks and being an idiot. Also, you definitely won’t be held back by being risk-averse. You may see many stories of success coming from risk-taking, but this is survivorship bias; many others took the same path and failed. Focus on your path, developing, being smart and success is sure to follow.

 

How is your view differentiated than what the market expects? The company is trading at an insanely high multiple…likely to get burnt on this if I were to bet $1 on it

 

So much of Nvidia growth is priced in even if they continue insane growth for the next 5 years, stock price could stay flat / go down - look at Microsoft stock in 2000 - it consistently grew for ~6 years and ended up back where it started after dot com bubble burst.

I also think there’s huge risk of new competitors here - articles came out recently about Sam Altman looking to start a chip company, and if he joins Microsoft they could very easily go after the hardware side.

 
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Back in around nov 2007 at the height of the bull market, I remember one of my teachers in school was talking about Microsoft saying “dang I wish I bought Microsoft back 15 years ago, I could’ve done 10x, now it’s too expensive” 

Pretty funny looking back to realize he could’ve still bought Microsoft in nov of 2007 at the height of the market, and he’d still be about 10x today on that stock lol although not indicative of which stocks are the best bets today

 

Just do it so you can get it out of your system before you have real money

 

Dollar cost average into tech indexes if you’re bullish on the market 

 

At this moment, i am very anxious to know whether you invested all your funds to NVIDIA when you posted it and now you have earned handful amount of money this point or not

 

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