Post #7992 by Captkerosene on the Berkshire Hathaway board

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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤

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This guy has been good at spotting trends and getting out.
Grok:
Jason Camillo is known for his unconventional approach to investing, which he refers to as "information arbitrage." He looks for "game-changing things in real-life, that are having game-changing impacts on real companies." This involves identifying trends and opportunities before they become mainstream and investing aggressively when he spots these high-conviction, material changes. He then exits the trade when financial media starts talking about the trend he spotted, indicating that the opportunity may be over.

Following his strategy, I'd say it's time to exit NVDA.

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