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Who’s Right on NVIDIA? The Answer Might Surprise You

Posted August 16, 2025

Davis Wilson

By Davis Wilson

Who’s Right on NVIDIA? The Answer Might Surprise You

I’m a little confused about the direction of Nvidia. You say to buy Nvidia but Enrique says to sell our current position and short it. Who is correct? – David

Great question, David! Here’s the reality: Enrique might be right in the short term while I believe the long-term case for Nvidia remains strong. He recently recommended a bearish Nvidia trade to his subscribers expiring in December. He could very well be correct. Enrique is a great trader, truly one of the best I’ve ever seen.
That said, I’ve been bullish on Nvidia for eight years. My first shares are up over 7,000%. I’ve lost count of how many times I’ve heard “Nvidia is a bubble.” Yet here we are and that so-called bubble shows no signs of slowing. Meta, Amazon, Microsoft, and Google all just increased their AI-driven capex forecasts… again.
So yes, Enrique might nail a short-term pullback (I hope his subscribers make a killing). But over the long term, I believe owning Nvidia is the winning move. My advice hasn’t changed: just own it.

I'm generally a believer in crypto, yet I do not understand at least 50% of it and the Blockchain. That said, I've enjoyed gains on Ethereum and Bitcoin year to date. This service is very bullish on BTC and crypto in general. So what do you say to the bears and people who are selling big amounts to take massive profits? – Casey

Great question, Casey and congrats on the gains! It’s natural to see profit-taking after a big run. Bitcoin is up 25% year-to-date and some investors are simply managing risk or rebalancing. That doesn’t automatically mean the rally is over.
To the bears, the same doubts have been repeated at every cycle top: “it’s tulip mania,” “it’s overvalued,” “regulation will kill it.” Yet Bitcoin has recovered from every major drawdown to set new highs.
The bigger picture is that Bitcoin adoption continues to grow. Institutional funds are now buying, governments are holding reserves, and major payment networks are integrating crypto rails. Meanwhile, supply issuance keeps shrinking with each halving.
Short-term volatility is part of the deal. But the core thesis hasn’t changed. BTC is becoming globally recognized. Selling now may feel safe, but history favors those who hold through the noise.

Is XRP viable? Hear lots of takes but need an unbiased opinion on its future investment potential. – Lewis

My crypto thesis hasn’t changed: own it. Because in my view, the risk of not owning it (and missing out on potentially life-changing gains) is greater than the risk of it going to zero. XRP is no different in that regard.
Yes, it’s had regulatory baggage. Yes, it’s not as decentralized as Bitcoin. And no, it hasn’t delivered the same returns as ETH or BTC historically.
But if XRP wins clarity and gains adoption in cross-border payments, the upside could be substantial. That’s why I treat it like the rest of my crypto exposure: a small, asymmetric bet. I size it so I can sleep at night if it goes to zero and still celebrate if it 10x’s.

What’s the allocation strategy for The Million Mission? – Scott

Realistically, to 10x my money I’ve got to take plenty of risks. So this won’t be a well-diversified portfolio your financial advisor would recommend. Options will be my primary vehicle when an opportunity arises.
Unfortunately, I missed a V-shaped recovery in April. The contract I had my eye on ended up 12x’ing over the following few weeks… Unfortunately I think about that often. Missing an opportunity like that won’t happen again.
Also, it’s important to know my Million Mission portfolio isn’t my entire investment portfolio. It’s a portion of my overall portfolio that I’m allocating specifically for this high-risk, high-reward strategy. I recommend you only follow this strategy with money you can afford to lose and treat it as an experiment in aggressive investing rather than a core, long-term portfolio.

Is your current portfolio listed anywhere we can find it? Thanks for your insights – Bill

Below!

Important Update: Follow The Million Mission on Twitter/X

If you're serious about following The Million Mission closely – this is where it gets real.

I just launched a Twitter/X account: @DavisPWilson.

This is where I’ll be sharing quick-hit insights, breaking news reactions, and behind-the-scenes moves I don’t always include in the full articles.

If you want to stay ahead of the curve and see how I’m navigating the journey to $1 million in real time – this is the feed to watch.

Another Important Update: The Million Mission website is live!

I’ve gotten plenty of feedback regarding where to find previous alerts. Well, The Million Mission website is finally live and you can check out archived alerts here.

Portfolio Overview

Here’s what I’m currently holding in the Million Mission portfolio:

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