2 ms·

I'm curious: Did you hedge your 2017 NVDA bet so that it was literally just on the performance of that one stock?

• scottiebarnes 1y ago
  I bought shares, a sum that I could afford to lose but also a non-trivial amount. As it went up, I occasionally sold some and took profit, but not much, till now. I saw how important and productive machine learning was, and it seemed like NVDA had an excellent CUDA moat, so that was my thesis for that bet. In the last couple years I sold some and bought a house. This is obviously a story with survivorship bias. But anyway my superpower isn't technical knowledge, its the lack of emotion and bias towards non-action when markets tumble. As you probably know, time in the market is better than timing the market.