I’m not a pumper and not a basher. I sold 5500 shares this morning but will retain my core 5000 shares for many years to come.

I had an investment strategy where I would later on risk when the PE was in high 70s or 80s and then take off the risk when the PE reverted to mean (approx 90).

After earnings the PE will drop and maybe the share price as well. This most recent run up from the low 200s to 300 was a huge jump.

My recommendation is to maintain a core holding of NVDA that is inviolate. But play around the edges of quarterly earnings as well.

I’ll be looking to apply more risk after the dust settles from earnings this week.

Good luck to the NVDA longs out there!$NVIDIA Corp(NVDA)$