I’m still bullish on Nvidia’s long-term position at the center of AI infrastructure. But I’m becoming more selective across the ecosystem, paying closer attention to the balance sheets and cash flows of customers like $CoreWeave, Inc.(CRWV)$ and $NEBIUS(NBIS)$ .
For my strategy, I’d rather hold core positions and DCA on meaningful pullbacks than chase rallies. As long as hyperscaler spending and real AI demand remain strong, I see the financing concerns as risks to manage rather than reasons to abandon the AI thesis.
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- blinxz·09-02 17:23Financing is not the bubble signal here, demand is. If capital keeps showing up for GPU capacity, that actually validates how scarce Nvidia still isLikeReport
- quixzi·09-02 17:23CRWV balance sheet is exactly where I get picky. NVDA can stay the core while the financed demand names need a way higher barLikeReport