Been meanin' to thank everyone for helping think about NVDA.  I wound up selling 60%, and, in so doing, essentially taking winnings off the table.  I couldn't implement some of the options strategies suggested (selling covered calls) as I had already sold a bit and no longer had 100 shares (which would be about $40k) to cover the short calls.  (Mark underestimates my pauperdom.)

 

I haven't redeployed at all yet.  I might use these funds to get into a new area while covering software (for reasons previously discussed) in other accounts.  I have retirement accounts where I can only have mutual funds, and I have gone to a large percentage cash (FDRXX, SPRXX) for fear of Putin-generated black swan events.  I read where fear of black swans is actually not a good strategy.  Maybe move a little of those funds to software funds? Came up with maybe FSPTX?  There don't seem to be any perfect fits.

 

FSPTX as of 4/30: