02-28-2019, 02:27 PM
I never said that its riskier than INTC, NVDA etc. although there are bull/bear cases to be made either way. I dont own any tech stocks since they have been bid up so high. The P/S on NVDA is 8 for crying out loud, and unless the company can grow its revenue exponentially does not warrant that kind of a multiple. Even after a fall of ~40% over the past few months, I think it is still overvalued!
Tech is tricky for long term buy-and-forget DGI style investing because it changes so fast. The sector suffers from the Red Queen Effect simply due to the nature.
Tech is tricky for long term buy-and-forget DGI style investing because it changes so fast. The sector suffers from the Red Queen Effect simply due to the nature.