Those years I chased the "Next Nvidia" all failed

A few years ago, I started looking for the "Next Nvidia." I bought AMD, bought Intel, bought some AI chip startup (through the primary market). And what happened? AMD indeed went up, but only a tiny fraction of NVDA's gains; Intel fell; that startup went bankrupt.

This lesson is very profound: the leader is the leader, don't try to find "catch-up gains" in the same track. Nvidia is Nvidia not only because of technology but also because of luck, timing, and management execution. These factors are hard to replicate.

So now I give up looking for the "Next Nvidia." I just honestly hold onto NVDA. If AI can truly last ten years, NVDA will increase tenfold; if the AI bubble bursts, other AI stocks will only fall even more sharply.

There are many semiconductor stocks on Gate, such as Micron, Broadcom, Qualcomm. I occasionally look at them but won't buy. Because I lack the ability to judge whether the gap between them and Nvidia will narrow or widen. Instead of gambling in uncertainty, it's better to wait in certainty.

Warren Buffett once said: "It's better to buy a great company at a reasonable price than a mediocre one at a cheap price." NVDA is that great company. Its P/E ratio doesn't look cheap, but considering its growth rate and moat, it's actually quite reasonable.

So my current strategy is very simple: buy NVDA when I have money, save money to buy NVDA when I don't. No chasing hot topics, no betting on dark horses, no bottom-fishing junk stocks. This approach has helped me survive in the crypto world, and it works just as well in US stocks.

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