NVDA: Business growth is extremely strong. AI demand, data centers and chips remain powerful. But the valuation is very high, so even good results may not be enough if growth slows.
PLTR: Revenue and profits are growing very fast, but its valuation is much more demanding. It needs excellent growth for years to justify the price.
Burry: Closing the December puts does not mean he became bullish. It mainly looks like risk and time management.
For me, the biggest risk is valuation, not AI demand.
Bottom line:
NVDA: Long-term story remains strong, but avoid chasing huge rallies.
PLTR: Great company growth, but much higher valuation risk.
Burry’s warning is worth watching, but not enough by itself to make an investment decision.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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