Rate Of Return
Total Assets$NVIDIA(NVDA.US) $Netflix(NFLX.US)
NVIDIA and Netflix are the only two stocks I've ever gone all-in on. This year I've been resisting the urge to buy back NVIDIA.
I reflect on myself three times a day: Has the trade war ended? Will the U.S. lift tech export restrictions? Have the Magnificent 7 increased capital expenditures? This helps me hold Netflix with peace of mind.
Considering whether Lululemon is at a buying point.
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