How Nvidia’s stock could be at risk due to “overpriced optimism.”

Market Position & AI Dominance - Nvidia holds significant weight in the S&P 500 index, nearly 8% [1] - Nvidia is considered the primary beneficiary in the AI infrastructure business [1][2] - The industry is currently witnessing a race towards artificial general intelligence, now referred to as artificial super general intelligence [1] Financial Outlook - Nvidia's fundamentals are expected to remain strong for several quarters, with the company projected to sell all its production output [1] - Hyperscalers' spending significantly benefits Nvidia [2] Risk Assessment - There is a risk of overpriced optimism in the market regarding Nvidia [2] - Even a slight disappointment could negatively impact Nvidia's stock [2]