Sell NVDA by Jun 24, 2026.

NVIDIA struck gold with their chips at the right time, and insisted on absolutely mugging their customers with 70% margins on their chips. It made NVIDIA insanely rich, blew up its market cap but has now drowned all their customers in so much debt, they may go under before they can make any meaningful returns on the investment. I think Jensen miscalculated how quickly his customers will be able to make returns on the hardware and priced it aggressively, at …