Sell NVDA by Nov 1, 2026.

The current AI narrative of why AI datacenter stocks such as Nvidia, Oracle, Taiwan Semi, etc. are a "sure bet" and "safe investment" is that "we can only grow from here" and "We will need more datacenters in the future, not less." While this may be true, it doesn't necessarily mean committing to X stock at Y price is the correct financial decision over more conservative and broad market instruments. Our goal is not to be right about the trend, …