That was when I realized deep learning is here to stay, and Nvidia owns the DL hardware market. At the time, everyone said I was crazy to put all my eggs in one basket.
"Put all your eggs in one basket and then watch that basket." - Andrew Carnegie
Always depends on the quality of the basket and the eggs, of course.
Also survivorship bias. We wouldn't be having this conversation if NVIDIA had a major catastrophe like Wirecard recently had and owner of basket was unable to sell shares quickly enough for some reason.
All eggs in one basket takes some serious bravery.