An extremely informative article that goes into great lengths to explain why Nvidia of overvalued currently. Long but worth a read.
You missed the chance. Today was it
I haven’t gotten to the finance part yet but his discussion on the state of AI currently is excellent. I’m going to post something later about my experiments with DS-R1 in offline form and playing with “the big model” through their apps. The differences are pretty interesting and the big model is quite impressive.
Are you making any investment decisions today? I was thinking it might be a good day/week to “buy the dip” assuming NVidia actually is still a valuable company and will likely experience some overcorrection in the opposite direction. It’s been jittering all day but the downward trend continues for the moment.
