Sell NVDA by Oct 19, 2026.

There are two things I've been looking into that don't get enough attention in the AI bull case, and I think they matter a lot for anyone holding NVIDIA, Microsoft, or anything riding on AI CapEx continuing forever. People compare AI buildout to railroads or the 90s telecom boom. I get the analogy. Those were also periods of massive overinvestment, and the narrative is that even though the bubble popped, the infrastructure ended up being useful for decades. Fibre cables …