Sell NVDA by Aug 22, 2026.

Right now we are being told (and telling) a story about a revolution of our way of life, transformed by an exponential capex that is driving the stock market to heights we have never seen before. The next space-race. A Renaissance. We see a today a natural, exuberant investment in the Next Big Thing, then a 3 to 5 year build out of data and energy, and then... to each their own. Flying cars finally? Maybe Anthropic will have a …