NVDA's share price is expected to halve in the next 2-3 years. Nvidia is seen charging higher chip prices, but older chips will become cheaper as new generations arrive; it is also widely held, making its S&P concentration a worry. He got out, expected a fall, though the collapse no longer seems imminent.

The S&P will fall 30% and Nvidia's share price will halve in the next 2-3 years.

I got out of Nvidia. I thought it was probably going to fall. Everyone is kind of waiting for that collapse. But it doesn't seem to be coming anymore. And Nvidia is cheating others and charging higher prices when it comes to chips.

Eventually, as new generations of chips arrive, older chips will become increasingly cheaper. Nvidia's value will halve in the next 2-3 years. And it's in everyone's portfolio , probably in more than one place, which is why we're worried.

Now the top two stocks, Nvidia at 8 percent and Apple at about 6 percent, account for 13 percent of the S&P 500.

buy Nvidia, or buy real estate,