I bought $2k of NVDA last week, the day before the earnings call. After watching Jensen Huang's CES keynote, and experiencing how bad AMD GPUs are, I figure it was a safe bet.

The complexity of GPUs (i.e Volta with it's 22B transistors) and the required software is getting to the point I think only one player will emerge. It won't be AMD.

The Volta based automotive processor they showed off at CES is pretty impressive.

Also bought GM. They seem to know what they are doing with EVs, and I'll bet them over Tesla. GM also pays a decent dividend.