$NVIDIA Corp(NVDA)$ It’s a great company but with a market cap of $2.6 trillion, so it already seems a bit inflated. We certainly won’t see anything like past performance moving on from here; expecting that is delusional thinking IMHO. I’m not saying it’s going to collapse, but at these valuations there is not much more it can run. It could correct further too if recession fears and AI bubble fears kick in. It’ll come back, but some short term pain is very credible scenario.
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