NVIDIA
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NVDA Set to Fall 50 percent

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Nvidia has been a wild one as of the last few years. AI has driven it to a very high valuation and based on past earnings its growth certainly warrants its price. But... the chart says that growth is going to slow at some point in the next 3 to 6 months. I believe ASMLs earnings show us that in the next year we should see a reduction in spending to build out semi infrastructure. That slowdown is likely to only be temporary but will constitute a pull back like the years before. NVDA is bound to have competitors enter the market, there is simply to much money to be made and their margins are not sustainable. As Jim Bezos has said, "your margin is our opportunity." Puts are far to expensive, it is best to observe the slowdown in future earnings reports and short other names in the sector. Good Luck everyone, a repeat of 2022 is coming but remember, it presented a great buying opportunity and will again!

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