LesterTan
11-09
$NVIDIA(NVDA)$ A sell down after Jensen

Huang's affair is laughable & completely 

irrational. Are people going to stop buying his 

Chips? NO!! The chips will still sell like 

hotcakes! Be logical. This is a bargain and I'm buying more!


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Comments

  • zippiee
    11-10
    zippiee
    AI spend is the real anchor here, not tabloid noise. As long as demand for compute stays tight, this kind of dip just looks mispriced
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