$NVIDIA(NVDA.US) I’m still taking a wait-and-see approach on NVIDIA going all-in on AI. You have to respect the strategy, but the valuation is seriously overstretched, and even top short-sellers like Burry can’t resist pushing back. Honestly, the market’s sentiment and the fundamentals are starting to diverge — any upside now depends on massive downstream outperformance, and one slip could trigger a stampede. The lesson is simple: don’t blindly chase at the highs just because it’s the hot narrative. Wait for real earnings confirmation before sizing up, or else a bull can turn into a bear in an instant.
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