🟢 NVDA: buy-lean while AI momentum keeps making new highs.
Nvidia has been one of the strongest forces lifting the market, as investors keep betting on demand for AI computing.
My lean: BUY-lean while that demand story holds—but at record levels, expectations are high and any sign of slower spending could hit hard.
What would change your mind first: weaker AI demand or a valuation that’s simply too stretched?
#NVDA #NVIDIA #AIStocks
Nvidia has been one of the strongest forces lifting the market, as investors keep betting on demand for AI computing.
My lean: BUY-lean while that demand story holds—but at record levels, expectations are high and any sign of slower spending could hit hard.
What would change your mind first: weaker AI demand or a valuation that’s simply too stretched?
#NVDA #NVIDIA #AIStocks