I just don't try to follow or do analysis when everybody is talking about any specific company. Usually that means they are high on emotion and low on logic & common sense. You know what that means it's over valued to the max.
In the case of Nvidia though not all is hype. There is demand though but nothing can be stated even when somebody breaks down because there is so much noise due to AI, no actual demand can calculated.
In the case of Nvidia though not all is hype. There is demand though but nothing can be stated even when somebody breaks down because there is so much noise due to AI, no actual demand can calculated.

![[-]](https://seomotionz.com/themes/cerulean/collapse.png)