qinbafrank
qinbafrank|11月 09, 2026 14:48
Last Thursday, the market priced in the most pessimistic scenario regarding the Democratic Party's halt to data center construction and even a possible AI ban. It seems the market is only pricing in the most pessimistic scenario tonight regarding Nvidia's CEO Jonathan Ive's alleged infidelity and the potential investigation he may face; other factors appear to have little impact. As discussed here last week: market sentiment has reached an extreme of pessimism, making it a good time to gradually accumulate shares.
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