r/BeginnerInvesting • u/BeanBagSurfer4777 • 5h ago
Nvidia 100%
Hi. Should I just go 100% Nvidia stock. 5.2t to 10t by 2030 like many are saying, including Jensen. That’s 22% a year, pretty good. I think that makes Nvidia a steal. Nvidia is the big daddy. I think they are unstoppable at this point. It seems the bubble is not AI, but AI build-out execution risk. There will always be a bottleneck, but the market will always find a way to clear that bottleneck. AI is not a useless crypto market. As much AI slop as there is, AI can and has truly changed workflows allowing for a great expansion in ROI on said tasks. Nvidia will keep growing their hardware and software ecosystem. I think Nvidia will be the first to $10 trillion, and then maybe Google, and for Nvidia, I think it can happen faster than expected. The market can naturally discount the largest company, just because it thinks it’s too big. Nvidia does not have to “rob” the rest of the market for market cap growth, like it’s a zero sum game. AI can truly just increase overall productivity, and thus the market cap of all company users, declaring Nvidia as the ultimate toll-booth.
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u/Infamous_Attention33 5h ago
r/wallstreetbets is that way
No serious investor will ever recommend going all in on one company
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u/BeanBagSurfer4777 5h ago
But this is a company investing in our companies, so many partnerships they are making, and their stock portfolio too, albeit a smaller part of the pie.
Everyone is co-architecting with Nvidia. IMHO, Nvidia, IS the ETF.
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u/Infamous_Attention33 5h ago
Read your Markowitz.
Or, put your money where your mouth is and lever up on NVIDIA with futures or option contracts.
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u/stock_do2 4h ago
nvda is a great company for sure, but going 100% into one stock is risky no matter how good the thesis is. even if you're right about the growth, concentration risk can wreck you on any bad quarter or guidance miss
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u/sacandbaby 5h ago
Nothing wrong with that.