If one reads all the articles, it boils down to risk. Nvidia and other companies whose future relies on AI adoption are now a higher risk. That risk assessment isn't going to disappear until a significant monetary value is assigned to the achievements of AI. AI will advance when it's worth become evident. That in essence is what's driving the stock down. Beating revs or EPS estimates isn't going to cut it anymore. It also might be the market isn't growing as fast to support the premiums on the SP's.
I know it's been hard the last few weeks being a long well actually months. Fundamentally good in a bad market, I'm hoping market can settle down before GTC the 17th. I'm not sure if that can be the catalyst, but it is the only near term event. I'm worried that Nvidia stock will not ever have a chance to run, the market always expecting for the other shoe to drop. Lets hang in there
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