Guavaxf30
11-30
//@Guavaxf30:

I am reposting this comment I made about Nvidia. 

My view is the basic thesis has not changed.

Nvidia is seeing a valuation anxiety moment but the truth remains that it is the best AI play out there. Everybody who is anybody are lining up to buy their chips.

Let the shortimers play out. When the calm and sense returns, Nvidia will be back with a vengeance.

My new additional comment:

It is now two weeks after the quarterly results posting started a sell-down of Nvidia. 

Last Friday, we are starting to see price recovery and I believe next week we will see the resumption of price increases. 

Let's see if this pans out. 

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