Nvidia Bubble Warning

5 days ago

Ed Dow

"You know, if you look at Nvidia, it's a market cap approaching four trillion and it's literally the same size as the whole Japanese stock market. Nvidia is like Cisco was to the telecom companies. And so if you think Nvidia is going to stay a 4 trillion market cap company in a notoriously cyclical sector, I got news for you. It's going to do what all classic bubbles do. It'll go down 80 to 90% when it's all said and done."

Ed Dow warns investors about Nvidia, drawing a parallel with Cisco during past telecom bubbles. He suggests that the current market-cap valuation of Nvidia is unsustainable and predicts a potential drawdown of 80-90%, implying that holding or buying Nvidia at these levels represents significant downside risk.

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