Speaker exited NVDA via staged selling; accepts missing near-term upside for peace of mind.
Bearish
“Earnings, Cashflows and Stock Prices: The AI Storm blows through!”
Aswath DamodaranPublished Oct 8 · 3 passages
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Who are the biggest players in this game? Nvidia, clearly, is the biggest beneficiary.
The amount of net income will depend on the net profit margins of a company like Nvidia, which has incredibly high profit margins, as high as 50 or 60 percent.
In fact, my investment in Nvidia, I sold it in four installments. The rise is likely to continue in the near term, and I accept that because I need to sleep peacefully, and I don't mind giving up some potential profits.
What this channel has said about $NVDA
Aswath Damodaran has only this one call on this stock.
2026-10-08BearishThis one
Who are the biggest players in this game? Nvidia, clearly, is the biggest beneficiary.