“AI BUBBLE OR NOT… IS IT TIME TO GO SHORT THIS NOW?”
NVDA is fundamentally strong but overextended; the speaker suggests hedging or shorting due to valuation risks and signs of market desperation despite current growth.
Therefore, Nvidia expects 70% growth in the next fiscal year, and that is absolutely true. If these companies keep those promises, Nvidia will simply double in size.
Jensen Huang is raising his voice to tell the whole world how great his company will be in the next year and the year after, and I feel that marketing has turned a little into a state of desperation to keep the cycle going, because they all know that once the situation stops, and once the first giant company exposes Jensen Huang's hoax, if they say, "No thanks." Everything, all gains quickly turn into losses.