The NVDA, AAPL, AMZN's for the world baffle me. They are leaders and at some point I probably should have scuked uit up, but I have usually found it hard to buy at 92x and similar. So I missed all of these except I once held AAPL - sold after it doubled. I think around 50, sold at 100.  I remember thinking, how much more does it have to run?  Now it is ~$450. I don't get it, but I am ok with that. I am doing ok in other stiocks, albeit not 10 and 20-baggers, lol.

I don't follow NVDA closely enough to trade, but I'd be worried over next 0-3 years since AMD looks so strong again. If AMD can compete or exceed NVDA specs it is trouble for that sort of multiple, but if NVDA runs away as they so often have, the multiple is probably worth it.

Stream of consciousness thoughts fwiw.