谁干的？

yeah, saw that earlier, big whales loading leaps.

10M options for NVDA won’t make a big wave

doesn’t matter. NVDA above 160 in 2025 is almost a sure thing

I am willing to bet against anyone on this :)

I am debating to sell half of my positions

Debating, debating...lol...

60% of my positions are in Roth account that I own no tax.

40% are in general account. I have to plan it when I sell. 2018 to now, 6 years. Two splits after.

It is a hard decision to make. Talk me out of it. Haha...

这个只能小赌怡情。不敢上重仓

What are you going to do after sell? Buy coin?

应该卖一点。太多了。长期来看（2025年以后），英伟达增速不会保持在40%了

买特斯拉呀。这妖股怎么看也有到3T市值的可能，甚至5 T

那就是3-5倍回报

No

I want to be in the right position of 2nd and 3rd AI waves. Hopefully I can find the right ones with luck. 

已经有了

再买多，万一一郎被暗杀了呢。打算就保持目前仓位。

啊。以为你还没有建仓。我现在也看不到别的龙头机会。暂时继续紧握TSLa, PlTR, Meta

这三只是我的AI App play, 还有就是OpenAi 和xAI

躺平也是一种选择

躺平到SCHD里捞分红也不错。

没错。SCHD is the best dividend ETF

为什么不会？每年他都更新换代2到3X performance 的chip. 大公司为了竞争优势每年都得买啊。

这还只是data center, 虽然要花不少钱。AI factories for generative AI, agentic copilot。 而且robotics也需要NVDA芯片。Enterprise AI和industrail AI 都需要NVDA chip. 未来三年应该没问题吧。

Not at 40% growth after 2025.

我还是很看好的。不过当然每次季报都得核实一下，调整预期。但是Jensen Huang是一个有 vision 的CEO

我看好他，希望他在AI app领域也可以有很大的 moat.