Ai over priced in this economy. A global crisis fuel, fertilizer and food crisis will hit soon. No one is going care much about having the most expensive higher performance ai chips. I notice that Intels great result was funded by selling low performance cheaper CPUs. Makes sense when money is tight., less companies are going to splash out on the most expensive CPUs. All those orders can evaporate once inflation hits.
$NVIDIA(NVDA)$ breaking $200 is vast overconfidence. The US is unable to control the Strait and Iran will get nukes within a year. Iran has won this war, not by firepower but have achieved strategic victories. Their regime survives and have withdtood the power of the US military. nd now they own the Strait and Trump is desperate to get a bargain but there is none. His Presidency will soon be over over and Democrats will win the mid terms . The world economy is going to disintegrate very soon, high inflation, fuel and food shortages High interest rates and there won't be an end in site. And down the market will go. Wait and see. Sorry to be the bearer of bad news, I wznt the US to win. But as far as I can see the US can't win
Nvidia is fantasticat the moment, but the world economic outlook looks poor. Interest rates and inflation will climb. Contracting economies will. focus on energy and food. That trillion dollars worth of chip orders will dimish in priority also allowing time for competitors to bring other chips to the table .
anyone who believes this would be a short war has rocks in their head, like the Commander and Chief. as for shorting the market, I think it is a very good idea. or have a delta neutral strategy. from what I can tell the bull market has paused for the foreseeable future. at the very least