Motley Fool Money · Saturday, July 25, 2026
Listener James is holding significant profits in Nvidia shares acquired in 2018 based on a thesis about GPU demand in cloud computing. He is now uncomfortable with the large weighting in his self-managed super fund and seeks advice on whether to sell some or hold, considering Nvidia's growth potential versus past experiences with volatile stocks like Redflow and Pointerra.
“We picked up Nvidia shares for the self managed super, Humble Brag. For the SMSF in about 2018. About $20,000 worth.”
“I can easily see Nvidia doubling again at least once, he says, if not a few times from here. But I can also see it halving. Either way, we're talking about serious money.”
“On one hand, you say let your winners run to compound. You also say how much you lament certain sales and missed upside. Prudence would also dictate the seller slab to protect the downside.”