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19 November Could Change Everything for NVIDIA
Nov 8, 2025
The creator discusses Nvidia's recent market volatility, including a brief valuation milestone and subsequent sell-off, amidst concerns about the sustainability of AI spending and a significant short position taken by Michael Burry. Despite the recent pullback, the creator notes Nvidia's strong year-to-date and long-term performance, and contrasts Wall Street's generally positive ratings with a more cautious quant rating.
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