Nvidia Q3: The Flipside Of 'Everything Is Sold Out' Is Concerning (NASDAQ:NVDA)

Recently, we saw some market pullback driven by fears of an AI bubble and delayed Fed rate cuts. Some argued that we are already in an AI bubble and it'sI'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I'm a senior analyst at a multi-strategy hedge fund with 7 years of experience. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. My articles primarily focus on company fundamental ...