I am planning to sell 50% of my vested AMZN RSU and invest in MSFT and NVDA expecting growth in AI. Your thoughts? TC - 260k
We’ve been on a bull run for quite some time due to earnings, may wanna wait till it setbacks a little
50 percent is a stretch, you maybe fine investing about 25 odd percent in Microsoft to diversify and take their AI bet
Msft and aapl
check nvda PE and some other ratios that indicate how much of growth is already priced in