3 ms·
Nvidia is vastly overpriced.
by silexia 11mo ago
Nvidia is vastly overpriced.
- 7777777phil 11mo agoI tried to wrap my head around it here [1] and here [2] and still haven’t made up my mind about my investment thesis for 2026. The concentration and valuation of hyperscalers in the S&P500 does concern me slightly.. [1] https://philippdubach.com/2025/11/09/ai-models-as-standalone-pls/ https://philippdubach.com/2025/11/09/ai-models-as-standalone... [2] https://philippdubach.com/2025/11/24/is-ai-really-eating-the-world-agi-networks-value-2/2/ https://philippdubach.com/2025/11/24/is-ai-really-eating-the...