Tag: bubbles

• The Short Case for Nvidia Stock

  January 27, 2025

  As someone who spent ~10 years working as a generalist investment analyst at various long/short hedge funds (including stints at Millennium and Balyasny), while also being something of a math… more ›

• June 20, 2024

  https://www.wsj.com/tech/ai/nvidias-ascent-to-most-valuable-company-has-echoes-of-dot-com-boom-dd836c90?st=276shvptwdhe3vf&reflink=desktopwebshare_permalink more ›