What's the optimal degree of concentration in your portfolio?

(0:25) Jason Moser discusses:
- Nvidia warning that 2nd-quarter revenue will be lower than they'd previously guided
- Why Nvidia's long-term thesis appears to be intact
- A listener's question about whether to sell some winners in his portfolio

(12:31) Shopify's down 70% this year. Does the former high-flier have enough of a moat to fend off the likes of Amazon? Ryan Henderson and Jose Najarro join Ricky Mulvey in a bull vs. bear debate over Shopify.

Who made the better argument?
Vote in our Twitter poll @MotleyFoolMoney

Stocks mentioned: NVDA, SHOP, AMZN

Host: Chris Hill
Guest: Jason Moser, Ryan Henderson, Jose Najarro
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl