$NVIDIA(NVDA.US)
Today's selloff in semis feels more like fear than fundamentals. Investors are backing away from crowded AI trades, and NVDA is getting caught in the rotation.
Nothing has changed about the demand for computing power. When expectations run too hot, sharp pullbacks are part of the journey.
No reason for me to overreact. I'd rather ignore the daily noise and stay focused on where the business is headed.
@Captain's Treasure
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