Artificial Intelligence (AI) is the new runaway train, history tells us that hot sectors usually go further than most imagine before correcting deeper than expected as “Fear & Greed” punish many investors. Over the last few years, we have seen this unfold across the diverse Tech, Lithium and even Coal Sectors, hence at MM we often drip-sell positions we believe are stretched from a valuation perspective.
- We can see NVDA following our tech roadmap in the 2H i.e.3 steps forward and 2 steps back as the advance matures
MM is bullish on NVIDIA’s short-term outlook
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