The problem is the self-reinforcing valuation entanglements that make NVIDIA have a market cap of 4.42 teradollars.. until Meta, Goog, Apple, and Microsoft deve

The problem is the self-reinforcing valuation entanglements that make NVIDIA have a market cap of 4.42 teradollars.. until Meta, Goog, Apple, and Microsoft develop their own custom NPUs or the fragile bubble bursts in some other way. There's value here, but probably not as much as the market thinks... yet.