
"For technology, while the long-term growth story, especially in AI, remains compelling, the sector's high valuations and recent volatility, as seen with NVIDIA and Dell, warrant a cautious and selective approach. Long-term investors who believe in the AI narrative might view recent dips in key players like NVIDIA (NVDA) as potential buying opportunities, but always acknowledge the inherent risks."
The host suggests that long-term investors consider purchasing NVIDIA shares when prices dip, driven by the enduring AI growth narrative despite recent volatility and high valuations. This presents a potential entry point for those with conviction in the AI trend.
Market Peaks and Policy Shifts
August 30, 2025
Stock Idea