---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000328596.md"
description: "$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."
datetime: "2025-11-28T03:46:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000328596.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000328596.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000328596.md)
author: "[Benjamin](https://longbridge.com/en/profiles/20775287.md)"
generator: "portal-rs"
---

# $NVIDIA(NVDA.US) I’m still taking a wait-and-see a…


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**