Q: NVDA has 6 of 7 criteria for the definition of a bubble. Is there excessive exuberance in the AI space? More importantly are we in a bubble cause by excess hype and fear of missing out? Is NVDA in a similar situation as CSCO was a number of years ago with all mania surrounding it? Lastly, does NVDA really have an super moat that makes them near invincible, because would that not be the high of hubris…even the formidable Achilles had an exploitable weak spot and I wonder if there is a real danger NVDA & the AI space writ large has one too.

Q: Hi gang,
Can you suggest me ntnx or net? What would be a safer bet. ? Who are their competitors?
Thanks. Alnoor

Q: I have less than 1% positions in the above companies and am trying to reduce holdings. Can you please rank them buy, sell or hold. Thanks Stew