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.
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.
Always depends on the quality of the basket and the eggs, of course.