“NVDA is a safe haven — not overpriced among AI stocks, positioned to weather supply chain and growth slowdown risks.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
Google, Nvidia, TSMC, ASML are the safest havens because they're not overpriced.
The structured call
The receipt
Publish-day price $$194.83 · the claim is anchored to the moment it was said.