It's Time to Short NVDA(kylebenzle.com)
kylebenzle.com
It's Time to Short NVDA
https://kylebenzle.com/nvda.html
4 comments
For Biggest Problem #3, I don't any competitive offerings from Intel or AMD, now or in the near future. I also don't see anyone crossing the CUDA moat any time soon either.
A correction is natural though. Both on AI hype and NVDA value.
A correction is natural though. Both on AI hype and NVDA value.
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1. "AI" is oversold and over-hyped.
2. NVDA is oversold and over-hyped.