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iq1000
6 months ago

NVDA just broke out on Tuesday. I wouldn't get in now. My time frame is days, weeks.

>When will the alleged bubble burst

At some point. You just have to do what the market does, not the opposite. Keep your portfolio largely beta-neutral.

If I had to do something with NVDA, I would buy the stock with puts (which can be easily rolled).

Quetschtuete
6 months ago

Nvidia is certainly not Wirecard. Unlike Wirecard, Nvidia has a rock-solid and high-growth business segment and a virtual monopoly position.

Only when hyperscalers realize that AI can't generate the desired revenues could things calm down again. But we're still a long way from that.

Martin001988
6 months ago
Reply to  DerAllmeister

The Bitcoin bubble was supposed to burst at 100 euros. Oops.