Ultimate Bet: If I could only choose one, why am I giving up on NVIDIA?

Honestly, if this were a "long-term investment question,"
I wouldn't easily give up NVIDIA.
But the problem is:
This is a short-term issue "before the end of the month."
The biggest difference between short-term and long-term is:
👉 Emotions play a larger role.
NVIDIA's current problem isn't that it's weak, but—
It's too strong, to the point of overestimating expectations.
Once the market fluctuates, it could become the "most profit-taking target."
And looking at Microsoft,
Its rise is more "even," less likely to be hammered down.
That's why I am giving up NVIDIA as my main bet.
My final strategy:
👉 60% Microsoft
👉 25% Apple
👉 15% NVIDIA hedge
Polymarket choice:
👉 Microsoft most likely to become second
One-sentence summary:
In the short-term market, it doesn't reward the strongest, but rewards the most stable. #Polymarket每日热点