$NVIDIA(NVDA)$

Cathie Wood’s moves often make headlines, but I’m staying cautious on Nvidia.
The stock is already priced for perfection after a massive run-up.
Even a great company can be a bad investment if bought too expensive.
Her past exits from Nvidia raise questions about conviction.
High-growth names are great, but I prefer value and stability right now.
Nvidia’s current P/E ratio makes me nervous, especially in a high-rate environment.
What if AI demand slows or competition heats up?
I’d rather wait for a pullback or invest in other AI plays with more upside.
Cathie’s vision is admirable, but I’m not convinced on timing.
Sometimes, not following the crowd is the better move.

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  • Kum Weng
    ·04-16
    should be bearish till 90 - 92 before going head up. Trump is like the chaos time villian.
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  • HiJoeW
    ·04-15
    的确,在多次受伤之后,都学会了保护自己
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  • MrDividend
    ·04-16
    This sounds so ChatGPT…
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  • dong123
    ·04-15
    Great insights and perspective! [Smart]
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  • Sonsonkok
    ·04-16

    Great article, would you like to share it?

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  • Sonsonkok
    ·04-16

    Great article, would you like to share it?

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