Stocks 40% / Bonds 60%
Well we exhibited at the NVIDIA GTC conference this month, and wow, some of the demonstrated AI applications were astounding! The ecosystem of AI software companies was probably three times what I saw last year. It certainly felt like a new epoch was approaching, but how to play it? I've owned NVIDIA for years, but it's grown so dramatically that I don't want more concentration. Good problem to puzzle through over the coming months. |