The AI Bubble Exposed
Fundamentals firing on all cylinders
Here’s today’s roundup of the best takes we found on Nvidia overnight — from positioning and EPS revisions to CAPEX upgrades and AI-cycle momentum. We quickly went into a "bubble of hallelujahs" post the print., This is not a comment on short-term trading or on how the stock may trade today — simply a curated look at the most important perspectives.