Nvidia…….take a step back and maybe think about it like this……maybe the narrative is a shifting….post match.

Bottom Line Top: NVDA has been re-rating it’s PE and waiting for the bubble to burst for the last year. As John Authers points out today…..if there is a bubble surrounding the company, it isn’t in it’s shares, but in it’s products….the chances that people will keep buying so many chips at such high mark-ups...