Sell NVDA by Mar 30, 2026.

I read Howard Marks' memo addressing the widely discussed "AI Bubble." As a novice, still early in developing a deeper technical understanding of AI, I found it insightful not because it dismisses the idea of a bubble outright, but because it reframes what kind of bubble we may be in - an important distinction with materially different implications for investors and the broader economy. *For those that read Marks' memo, curious if you had a different takeaway....* While I believe …