What to do with NVIDIA after a terrible week? NVIDIA was a big winner for the club. The company is behind Tech’s two most important trends, that is, accelerated computing and generated artificial intelligence. Therefore, it is once rewarded in the world’s largest evaluation. Even after this week, it is still one of the top three with a market capitalization of $ 2.9 trillion or more. We have accepted NVIDIA unparalleled. And we have accepted it for years. But when we got too big in the portfolio earlier this year, we trimmed it. Remember that NVIDIA rose by nearly 240 % in 2023 and increased by more than 170 % in 2024. NVDA5ymountain NVIDIA 5 years, especially new blackwell platforms are very expensive. However, the price has many relationships with NVIDIA’s dominant status. There are several NVIDIA customers and NVIDIA customers. This knows if you want to be an AI leader. Tesla also suggested that hundreds of thousands of NVIDIA chips needed to order hundreds of thousands of NVIDIA chips to execute the neural networks needed to supply power to complete automatic driving electric vehicles. Most companies, countries, and large -scale customers may want to read the Chinese invention from Deepseek and ask for the accelerated computing and generated AI expenditure. NVIDIA’s shares are the price of the language that CEO Jensen Huang said about the insane amount. However, it is possible to stop NVIDIA inventory to reduce the number of 10 % in a large number of large customers. AI CHIPMAKER shares have already decreased 16 % on DeepSeek concerns. This has overturned the modest profit of 2025, near the decrease of 10 %, one week after last Friday. NVDA YTD Mountain NVIDIA YTD potential pause is to question NVIDIA’s evaluation, which cannot be ignored. NVIDIA believes that it is “not owned and has not been traded,” which does not give a license to look at the changes in facts. We can own NVIDIA. However, for me, owning this amount of NVIDIA means ignoring the possibility that technical customers will pause or negotiate with NVIDIA to set a better price, or search for such powerful chips from advanced microdies. It is to ignore the possibility. In conclusion, considering that it is perfect here and the story is no longer perfect, I think it is necessary to reduce the position. In portfolios, the portfolio is still too large in the past few years and the accumulation of market capitalization. Certainly, trimming can lead to upside down when recovered. However, discipline requires us to sell us to protect us in case of our worst fear. If you are not limited to the club rules, create a trim on Thursday. (Jim Cramer’s charity trust is a long meta NVDA. Click here for a complete list of stocks.) As a subscriber in the CNBC Investment Club with Jim Cramer, a trade warning before the gym trades. I will receive it. The gym waits 45 minutes after sending a trade alert before purchasing or selling stocks in a charity portfolio. If the gym talks about shares on CNBC television, he will wait 72 hours after issuing a trade alert before doing business. The above investment club information is subject to the Terms of Use and Privacy Policy, along with the disclaimer. There is no duty or duty of the trustee by receiving the information provided in the investment club. Certain results and profits are not guaranteed.
NVIDIA CEO JENSEN HUANG will introduce the latest innovation in Las Vegas, USA on January 6, 2025, and will give a keynote lecture at the Consumer Electronics Show (CES) 2025.
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What to do with NVIDIA after a terrible week?
