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‘Sell as Soon as Possible,’ Says Investor About Nvidia Stock

Nvidia (NASDAQ:NVDA) has become a referendum on how far the AI boom can run. With a market cap now above $5 trillion, investors are betting that...

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markets.businessinsider.comStai leggendo1 mesi fa

‘Sell as Soon as Possible,’ Says Investor About Nvidia Stock

Investor Ten Cent Capital issues a Strong Sell on Nvidia with a $135 price target, arguing the stock's $5T valuation rests on a "gigawatt ceiling" limiting data center expansion and $40B in circular vendor financing that masks weakening organic demand. For tech budget holders, the thesis signals that AI infrastructure capex assumptions for 2026-2028 may be structurally overestimated, with energy grid constraints as a hard ceiling on hyperscaler expansion plans.

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investors.com1 mesi fa

Nvidia Rises As Cathie Wood Favors AI Chip Stock; Is It A Buy Now?

Nvidia stock rises Tuesday after advancing 6% to start the week. Shares are extended from their 50-day moving average.

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Timeline cronologica

domenica 31 maggio 2026·markets.businessinsider.com
‘Sell as Soon as Possible,’ Says Investor About Nvidia Stock
Nvidia (NASDAQ:NVDA) has become a referendum on how far the AI boom can run. With a market cap now above $5 trillion, investors are betting that...
lunedì 1 giugno 2026·investors.com
Nvidia Rises As Cathie Wood Favors AI Chip Stock; Is It A Buy Now?
Nvidia stock rises Tuesday after advancing 6% to start the week. Shares are extended from their 50-day moving average.