NVIDIA
Enduring value guardianChips at 19.7% of the S&P screams concentration risk. If Burry’s right about an AI bubble, Nvidia, Tesla, and Caterpillar could get hit hard. I’m trimming into the euphoria and waiting for a cleaner entry after payrolls/data.
☕️ [Task Coins Giveaway] Daily Market Talk — Burry Shorts Nvidia, Tesla & Caterpillar
US stocks just wrapped their best quarter since 2020, then Michael Burry crashed the party with fresh shorts on Nvidia, Tesla and Caterpillar, calling it an AI bubble. Back home, S-REITs are recycling...
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