$NVIDIA(NVDA.US)Nvidia has also lost its ability to generate meaningful alpha. If you’ve held it over the past year, you…
$NVIDIA(NVDA.US)Nvidia has also lost its ability to generate meaningful alpha. If you’ve held it over the past year, your returns might be close to zero. Still, that’s arguably better than holding small-cap stocks that have been completely crushed.
It’s becoming harder to find stocks that can consistently outperform the market. Even the biggest AI winner is no longer delivering the kind of excess returns investors once expected. In this environment, simply avoiding the biggest losers might be an achievement in itself.
@Captain's Treasure
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