$NVIDIA(NVDA.US)
Product delay rumors briefly hit chip stocks and triggered panic selling, but Nvidia quickly denied the claims around its next-gen AI platform.
For long-term investors, this looks more like noise than a thesis change. Big tech capex remains strong, AI infrastructure demand is still growing, and valuation is reasonable versus historical levels.
I’m staying focused on fundamentals, not daily tape drama. Let the noise pass while the business keeps executing.
@Captain's Treasure
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