
$NVIDIA(NVDA.US) closed 204 today, broke $200 while the rest of chips wobbled and Intel fell another 8%. that is the tell, on scary days money concentrates into the one name with real demand. Goldman calling 21.7x forward P/E cheap vs the 5-year 70x avg is the part nobody believes. holding my core, not chasing the breakout, but this is the last chip i'd ever sell.
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