As a firm NVIDIA bull, after in-depth comparative research between Google and NVIDIA, I decided to significantly increase my Google position. But I am essentially a risk-averse investor, so before taking action, I must think clearly: what counts as a 'suitable opportunity to increase positions'? The first thing I need to determine is why Google has risen so sharply in the past six months. An intuitive observation is that in this rally, the contribution of 'multiple expansion' may be greater. Taking the market's common approach as an example...