Innlegg
rainiee
$NVDA keeps printing new highs, but I’m not chasing here.
The AI trade is increasingly crowded, and a lot of “diversified” portfolios are exposed to the same AI capex theme. If expectations cool, the unwind could hit multiple positions at once.
I’m watching for a rejection near the highs and favoring a short on confirmation. The higher it runs without fresh momentum, the more attractive the risk-reward becomes.
#NEARFundsRecovered #TeslaQ3Deliveries
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