$NVIDIA (NVDA.US)$ The positive news on dow inc's adoption h...

$NVIDIA (NVDA.US)$ The positive news on dow inc's adoption has been offset by the negative news on SMCI. It's important to consider the supply and demand dynamics as a sudden rise before the 3Q earnings could lead to selling even with good earnings. While it may seem expensive, companies like AMD, ARM, and PLTR might be considered expensive, but when it comes to NVDA, I don't really feel like it's expensive considering the growth in revenue.