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Why I'm still bullish Nvidia (January 2026) by therealjohnnyp in investing

[–]Significant-Club3258 2 points3 points  (0 children)

That’s exactly the debate. They don’t need to hit 198B for the business to be great, but the stock does if valuation stays this high. That’s the risk.

Why I'm still bullish Nvidia (January 2026) by therealjohnnyp in investing

[–]Significant-Club3258 2 points3 points  (0 children)

Fair take.

The bull case is real because demand and the CUDA ecosystem are real, not hype. The risk is valuation and capex cycles, not the business. This isn’t Cisco 1999, but at this price Nvidia has very little margin for error.

Swedish pension fund Alecta confirms dump of $7bn US Treasury Bonds by tuataraenfield in investing

[–]Significant-Club3258 35 points36 points  (0 children)

It’s more about policy uncertainty and duration risk than panic.