Still, I’m cautious on NVDA after it doubled in three months. We saw a similar run-up last year, followed by a pullback. Unless there's another major catalyst, I wouldn’t be surprised if it cools off soon — especially as earnings momentum fades and valuations stretch.
On the consumer side, $Nike(NKE)$ and $Deckers Outdoor(DECK)$ look more stable. Nike’s performance shows strong brand power and decent consumer demand. If that holds, I think these lifestyle brands could still offer good upside, especially compared to more volatile tech names.
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- glitzii·2025-07-30TOPI appreciate your cautious approach on NVDA.1Report