NVDA = 2000 dot.com bubble?
$NVIDIA (NVDA.US)$ I don't think it's Cisco at the time of the dot com bubble, $NVIDIA (NVDA.US)$ There is a slight premium as a safe asset, and NVDA will experience serious adjustments as interest rates fall and the market range expands markedly.
$Amazon (AMZN.US)$ 、 $Alphabet-A (GOOGL.US)$ 、 $Apple (AAPL.US)$ 、 $Microsoft (MSFT.US)$ is also getting a slight premium as a safety asset, and I don't think NVDA is the only one undergoing adjustments.
There is a possibility that this adjustment will result in a significant pullback or a long period of flat trading. In any case, this is not a problem for these companies, but for the rest of the market that currently exists, and it will be solved someday.
Will that happen this year, next year, or two years from now? No one knows, but I think there is a high possibility that it will happen when interest rates are cut and the reversal of the yield curve is resolved.
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