$NVIDIA Corp(NVDA)$ My rating is a Hold. But what I find amusing about NVDA bulls is that if you even suggest the valuation is not appealing or in Buy territory, they think I mean you should Sell and that I'm saying Nvidia is a terrible company. If I really didn't believe in the company, you can be sure of it: my rating would be a Sell.

I love Nvidia, and I admire Jensen Huang; he's a great role model of mine, but my analysis is a hard look at the data. Based on my value and growth mindset, NVDA is a Hold right now because there is a high chance of downside volatility in the coming quarters based on changes in sentiment related to slowing growth from the initial highest-growth AI capex period.

I've said multiple times in my coverage of Nvidia that I believe in its long-term prospects. I don't think it's going to deliver the next $Cisco(CSCO)$ crash, as some people believe. Great company, with risky valuation and changes in growth rates in the coming quarters if you ask me.