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.
BUZZ-Street View: 'Insatiable' AI chip demand to drive Nvidia's growth story
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