US tech is not and never has been my thing 🤷♂️ Consequently, I don't invest there either. In my eyes, it's always suitable for a trade. The last one worked out well and quickly, maybe under 100 that I could get itchy. Otherwise, maximum long-term success to all investors
At 60%, the position is already too large in my portfolio, so I probably won't buy any more. However, if NVIDIA's weakness continues until the end of 2025 or perhaps even 2026, I would buy again if I can push NVIDIA's share below 50 percent by increasing my other positions or if NVIDIA falls below 50 percent in the portfolio due to price losses.