It doesn’t take much effort to see that the market is extremely overvalued (long-term view).
The 6-month slope of the NDX/GDP ratio turning down after reaching an extremely overvalued level has signaled previous cycle shifts.
This month’s close will be crucial. pic.twitter.com/24aa8XLmpp
— Guilherme Tavares (@i3_invest) March 25, 2025
$NVDA's $17.1B China 🇨🇳 business — about 13% of its total revenue — is now at risk. Beijing's top economic planner, the NDRC, has introduced energy efficiency rules for new data centers that disqualify Nvidia’s H20 chip, currently its flagship AI product in China. While the rules… pic.twitter.com/oHt9bpT8Ez
— Wall St Engine (@wallstengine) March 26, 2025
Yesterday Goldman Sachs published a report that is wildly circulating across trading floors right now. The bank significantly cut Capex projections on GPUs and Data centres. Why isn’t this making any MSM headline?
Narrator: pretty obvious bro https://t.co/qcp6Snie95 pic.twitter.com/5Yo82ItAra
— JustDario 🏊♂️ (@DarioCpx) March 26, 2025
🚨Food for thought:
Imagine Magnificent 7 becoming less competitive and this mother of all bubbles burst.
Is this even possible?
That'd be biblical.
Reminder, the market is more overvalued than in the Dot-Com Bubble and before the Great Depression.👇https://t.co/oBhxNRgKre
— Global Markets Investor (@GlobalMktObserv) March 26, 2025