📉 Nvidia is looking much more

📉 Nvidia is looking much more attractive, but I’m still watching whether earnings continue to justify the AI investment.

Great companies can still disappoint if expectations get too far ahead of reality.

Curious what everyone else is doing here buying, holding, or waiting?

Nvidia Nearly Flat on Memory Sector Rout; Has It Lost the Top Market Cap Spot?

Nvidia edged up 0.25% Tuesday, posting notable relative strength as memory and chip stocks broadly sold off. Its HBM supplier SK Hynix delivered above-consensus profits but missed revenue targets, leaving the compute supply-demand outlook open to dual interpretation; meanwhile Apple surpassed Nvidia in market capitalization as capital rotated from high-beta AI hardware into defensive assets. As the sector sells off while the leader holds firm, is this divergence a sign of institutional conviction or a calm before a catch-up decline?

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