bearish
Nvidia (NVDA) Phenomenal Business, Overcooked Stock -Hedge & Protect Gains
SUMMARY
- First of all, Nvidia is a great business with many applications and infrastructure across many industries and one can even say an AI hardware leader down the road.
- Overall, a big business with a wide moat in a great secular sector, hence a name that very likely will be here 10-20-30 years down the road.
- Semiconductors in general have been a top sector lately given AI advancements like the ChatGPT breakthrough, and the overall combo of high demand & supply issues.
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