“NVIDIA leads the market off whatever low it makes this year, with Jensen guiding to a trillion in revenue versus the 600 billion the market expects.”
“NVIDIA's business is the key to this entire thing. There's no way that anything bad will happen until NVIDIA is not a company that's going to be able to produce things. And I just think the fact that their multiple is compressing while they're going sideways here, they'll probably be the company that leads us from whatever low we make in the first 6 months of this year.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.