I don't have to do anything

While thinking about how to play NVDA's recent drop, I had an epiphany. I don't have to do anything about it.

Just because Mr Market got grumpy and decided to offer NVDA at such a cheap price, it doesn't mean that I have to change my decision on this. I should make my judgments and decisions
independently, instead of being pressured by others in the market.

I think this obsession of feeling compelled to do something about it is just to satisfy my ego in picking the bottom. I might pick it, I might not.

The truth is that the market has presented me an opportunity, but it is my choice whether to play it or not. The worst case scenario of doing nothing would be that NVDA would go up to 18 the next couple of days, which really is like nothing has changed before. Ha! I already have money in NVDA so it wouldn't be a problem. (I guess I feel safer when the prices are really low)

If I had infinite resources, I would be backing up the truck, but currently I have to deal with opportunity costs when dealing with NVDA. I like LDK just as much, and am more impressed with its fundamentals recently. Since LDK has more short term catalysts, so I am keeping my current asset allocations the same for now.

Hopefully NVDA will stay low so I can transfer my gains into there later, but worst case, it would be like nothing has changed. I am taking some risks predicting the short term trends, but that's my choice, not Mr Markets.