$NVDA forward P/E just dropped into single digits.
Meanwhile people are piling into $WMT at a 40x multiple.
Make it make sense. 🙄
The AI supercycle leader is trading like it's dead money while a grocery store gets priced like a growth stock. Classic late-cycle rotation into "safety" that usually marks a bottom in the names everyone just sold.
If you're not at least watching $NVDA here for a bounce setup, you're missing the setup. Single-digit forward P/E on the company powering the entire AI infrastructure build-out is not normal.
Meanwhile people are piling into $WMT at a 40x multiple.
Make it make sense. 🙄
The AI supercycle leader is trading like it's dead money while a grocery store gets priced like a growth stock. Classic late-cycle rotation into "safety" that usually marks a bottom in the names everyone just sold.
If you're not at least watching $NVDA here for a bounce setup, you're missing the setup. Single-digit forward P/E on the company powering the entire AI infrastructure build-out is not normal.
