Nvidia ( NASDAQ:NVDA ) recently found itself in the unusual position of distributing a defensive seven-page rebuttal to Wall Street analysts, directly countering accusations of Enron-style accounting.
Nvidia Corporation delivered Q3 fiscal 2026 results above expectations, but investors may be ignoring the risk of investing at these levels of valuation. Despite strong earnings and revenue growth, NVDA's forward sales and profit multiples suggest the market is pricing in uninterrupted outperformance for the next several years. My view is that the bulls are now supporting the bear case, and the...
Nvidia Corporation is a dominant force in AI, but its valuation mirrors Cisco's pre-dot-com bubble peak, raising concerns of overexuberance. Despite strong earnings and revenue growth, NVDA's high valuation and market optimism may not be sustainable as infrastructure cycles mature. Power shortages and overbuilt datacenter capacity echo past tech bubbles, suggesting billions in capex may not yie...
Nvidia stock (NASDAQ: NVDA) tumbled into negative territory on Friday, sparking fresh debate about overheated valuations and “bubble” risk. Yet, bullish investors see the selloff as noise rather than a sea change: red-hot Blackwell demand, glowing forward guidance, and a series of bullish analyst upgrades suggest the stock could snap back sharply.
Michael Burry has warned AI giants are overstating how long their Nvidia chips will stay relevant. Bridgewater's Greg Jensen said the chips may be used to invent better chips that make them obsolete.
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