Sell NVDA by Nov 19, 2026.

Incredible earnings, great guidance, expansion into the CPU side of ai to continue capturing a large chunk of the ai chip market. So what is the problem? Well, it’s two things. Inventory levels are way up. Like waaay up. This is partly due to the value of things being stored / currently under production rising. But it is also a growing warning sign of supply catching up to demand. Not because demand is slowing organically right now, but because the …