<p>OT - NVDA - JMHO - I'm holding my NVDA, as opposed to buying more. They've  slipped 30% in a month (with a recent 'comeback' above $200, after hitting a high around 290.) I think this quarter may be problematic - not just because the ending of crypto-currency mining that boosted prices for videocards into the stratosphere (which is one main reason AMD got crushed 22% after their CC), but I notice the new 2080 based cards are in short supply, and the 2080 ti are unavailable. Such a 'semi-phantom' launch will drag down this quarter, perhaps, although what they've got in that series is so good it will beat anything AMD will ever produce, and I think there's a lot of gamers out there hungry for that kind of power.</p> <p>So, I think they might take a high after the CC. I would think of this as a buying opp, as going forward, they're just so strong in so many areas (gamers, CAD, auto-AI driving, cloud computing) I think the long term future is very bright.  The momentum, hi PE stocks, like NVDA, have been getting killed. I think longer term, delivering the goods will temper that downward pressure.</p>