Nvidia Pulls Back
In a post earlier this month, we looked at when to sellNvidia Corporation(NASDAQ:NVDA).
Nvidia shares have slid recently...
With market observers presenting a few different narratives to explain it:
A market rotation from mega caps to small caps in advance of rate cuts.
Concerns about possible Trump tariffs and export controls impacting chipmakers.
Questions about whether "the AI bubble popped".
I'm skeptical of the third narrative, but let's put all three in the "too hard" pile for now and focus on entries and exits. Let's recap our exit logic first, and...
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