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The US government is heavily propping up the strongest performer (NVIDIA), markets are reacting to this propping up action, and NVIDIA is reaping the benefits f
by latency-guy2 3y ago
The US government is heavily propping up the strongest performer (NVIDIA), markets are reacting to this propping up action, and NVIDIA is reaping the benefits for being where they have always been.
The other companies are also expected to do well since they implement software on top of NVIDIA's hardware.
I think out of the list, only NVIDIA is overvalued given today's output and no indication of NVIDIA moving to US-only semiconductor production in my timeframe of ~5 years, but others could be looking at longer periods and justify it. Of course, I'm not an analyst whose opinion will drive buy/sell markers to anyone.