I think people are overcomplic

Jeremykieran

03-23

I think people are overcomplicating $NVIDIA(NVDA)$ right now.

If you have a 1 to 2 year horizon, this range might look cheap in hindsight.

The business has not changed:

• Still printing strong revenue and margins

• Still the backbone of AI infrastructure

• Still seeing demand from hyperscalers and now energy backed AI projects

Yes, the PE looks high.

But most large tech is trading in a similar range right now. NVDA is not an outlier anymore.

The only real question is timing.

If you are trying to catch the perfect dip, you will probably miss it.

This stock does not wait around when sentiment flips.

My approach is simple:

• DCA into weakness

• Keep some cash in case of another pullback

• Do not go all in at once

Also worth noting, if you want something cheaper on a relative basis, $Oracle(ORCL)$ stands out right now. The valuation gap is hard to ignore.

ARK Sold Big Tech: Nvidia Plunge... Should Investors Shift or Add?

Cathie Wood’s ARK Invest trimmed major tech holdings, including Meta Platforms, Nvidia, Advanced Micro Devices, Taiwan Semiconductor Manufacturing Company, Broadcom, Alphabet, and Netflix. The move signals a potential rotation as valuations stay elevated and market volatility rises. Is ARK locking in gains after the AI-driven rally — or quietly repositioning ahead of a broader tech correction?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Should Investors Shift or Add?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":2b98ae0c75c64fe994426a80916b53a0}&rnconfig={\"headerBarHidden\": true}","description":"Cathie Wood’s ARK Invest trimmed major tech holdings, including Meta Platforms, Nvidia, Advanced Micro Devices, Taiwan Semiconductor Manufacturing Company, Broadcom, Alphabet, and Netflix.\n\nThe move signals a potential rotation as valuations stay elevated and market volatility rises.\n\nIs ARK locking in gains after the AI-driven rally —\nor quietly repositioning ahead of a broader tech correction?","image":"https://community-static.tradeup.com/news/2a58efb75ee81fdd2be87abb101f1986"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>I think people are overcomplicating <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> right now.\nIf you have a 1 to 2 year horizon, this range might look cheap in hindsight.\nThe business has not changed:\n• Still printing strong revenue and margins\n• Still the backbone of AI infrastructure\n• Still seeing demand from hyperscalers and now energy backed AI projects\nYes, the PE looks high.\nBut most large tech is trading in a similar range right now. NVDA is not an outlier anymore.\nThe only real question is timing.\nIf you are trying to catch the perfect dip, you will probably miss it.\nThis stock does not wait around when sentiment flips.\nMy approach is simple:\n• DCA into weakness\n• Keep some cash in case of another pullback\n• Do not go all in at once\nAlso worth noting, if you want something cheaper on a relative basis,&nbsp;<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a> &nbsp;stands out right now. The valuation gap is hard to ignore.</body></html>","htmlText":"<html><head></head><body>I think people are overcomplicating <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> right now.\nIf you have a 1 to 2 year horizon, this range might look cheap in hindsight.\nThe business has not changed:\n• Still printing strong revenue and margins\n• Still the backbone of AI infrastructure\n• Still seeing demand from hyperscalers and now energy backed AI projects\nYes, the PE looks high.\nBut most large tech is trading in a similar range right now. NVDA is not an outlier anymore.\nThe only real question is timing.\nIf you are trying to catch the perfect dip, you will probably miss it.\nThis stock does not wait around when sentiment flips.\nMy approach is simple:\n• DCA into weakness\n• Keep some cash in case of another pullback\n• Do not go all in at once\nAlso worth noting, if you want something cheaper on a relative basis,&nbsp;<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a> &nbsp;stands out right now. The valuation gap is hard to ignore.</body></html>","text":"I think people are overcomplicating $NVIDIA(NVDA)$ right now. If you have a 1 to 2 year horizon, this range might look cheap in hindsight. The business has not changed: • Still printing strong revenue and margins • Still the backbone of AI infrastructure • Still seeing demand from hyperscalers and now energy backed AI projects Yes, the PE looks high. But most large tech is trading in a similar range right now. NVDA is not an outlier anymore. The only real question is timing. If you are trying to catch the perfect dip, you will probably miss it. This stock does not wait around when sentiment flips. My approach is simple: • DCA into weakness • Keep some cash in case of another pullback • Do not go all in at once Also worth noting, if you want something cheaper on a relative basis, $Oracle(ORCL)$ stands out right now. The valuation gap is hard to ignore.","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":3,"favoriteSize":0,"link":"https://ttm.financial/post/545856172746400","repostId":0,"isVote":1,"tweetType":1,"viewCount":1256,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","ORCL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":708,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/545856172746400"}