Evidence

the business is doing exceptionally well and it bodess well for the AI trade... fundamentals are phenomenal. I think that there's probably other companies that will do better in terms of stock performance around AI. There's probably better spots to pick.

— Deepwater Asset Management, at 0:01

if we see that Nvidia is actually fading on its earnings, which is not something we're seeing yet, but if that became the reality, that would start to give indications that that crowding has gotten a little overdone and that in fact, we may in see fading into the weeks to come

— Macro Voices, at 3:53

Nvidia's kind of almost got to be too well-known, too commonplace. So, people are looking to other areas for for alpha.

— The Julia La Roche Show, at 22:49

Overall, it's a good thing that we're finally starting to see some real alternatives to Nvidia. More competition should eat away at Nvidia's monopoly pricing power and eventually bring down the cost of AI compute for everyone.

— Wall Street Millennial, at 16:38

be interesting to see if the iwm breaks out i think we have a better chance of sustaining that move to the upside

— EarningsBeats, at 7:26

I would personally like to wait for a lower valuation before I would make this a big holding for me given the company's extreme size and scale, but I don't think the company is wildly overvalued anymore. So, if you believe that the AI gravy train is going to continue for at least

— Brian Feroldi, at 5:52

the mode is uncertain. The thesis is uncertain... this does have a compelling valuation... if they can't show that they can reacelerate it, a great valuation will not save you as an investor.

— Brian Stoffel, at 19:17

it seems like we're still in an ideal economic window for the stock market to continue performing well, at least for now...this doesn't mean it will be a straight line up from here...we generally expect the trajectory of the market to remain to the upside in today's market enviro

— Bravos Research, at 6:46

I like what I'm seeing on the SPY daily time frame... pullbacks are healthy in an uptrend... The base case, just to be very clear, something that looks like this. Daily higher low using previous resistance, newfound support over a rising 20 SMA... Hourly trend flips back to up...

— Trade Brigade, at 0:00

We've got QQQ ripping to a new brand new all-time high... I would like to see a pullback. I want to see the market do something like this to be able to fuel the next leg... you're exhausting buyers up here

— Trade Brigade, at 5:16