$NVIDIA(NVDA.US)I had stayed away from NVIDIA after completely closing my previous position. Lately it feels much more like QQQ than the explosive growth stock it used to be—an incredible company, but one that has entered a more mature and less exciting trading phase. On top of that, the hardware sector has been relatively weak, which makes it even harder to feel confident buying.

I still picked up a small NVIDIA position recently, mainly because of a community event. It’s only a starter position, not a conviction trade, since I’m still waiting to see whether hardware names can regain leadership.

I don’t like to go all in immediately. Building gradually is often better than forcing a larger position when the sector trend is still uncertain.

@Captain's Treasure