NVDA
NVIDIA
-- 109.670 TSLA
Tesla
-- 263.550 CRWV
CoreWeave
-- 40.000 PLTR
Palantir
-- 85.850 LULU
Lululemon Athletica
-- 293.060 
Looking for a time to re-enter
The probability of bankruptcy decreased to 35% due to the current increase in CACH to $90m, but they also did 40% Layoff last year, and I'm worried about the same pattern as a year ago, when turnover was low until the next material came out. The total amount of shares NVIDIA bought was a small amount of $3.7M. Sales are only $45M, and the fact that sales within the US are small also makes me worried due to continuous growth. Considering past circumstances where stock prices increased slightly due to case disclosure, name recognition has risen thanks to NVIDIA, so there is a possibility that case disclosure by companies within the US will be a source of backlash. I want to buy it again, but I'll wait until at least 3.9.
Either way, it's true that the situation has improved drastically since the end of the year when we only had $9M in cash.
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182560246 : If you're uneasy, just look at it (laughs)
It's the market price whether it goes up or down.