that are dominated by the AI trade because that's the only thing that works. That is about 25% of the market, which I've talked about. Everyone's in the same names. So, it's still up big for the year, and as I'm going to show you, semis are still up about 50% year-to-date despite all of this going on. Nvidia's PE has collapsed. This is deleveraging, guys, and this started in here, and then as I show you
Nvidia's PE has collapsed.
Acierto: 0 Fallo: 0 Abierta: 1
I think Nvidia's revenue could go 50 to 70% down.Abierta
Plazo: 2027-12-31
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