> That’s not to say I’m brave enough to short NVDA.

Their multiples don't seem sustainable so they are likely to fall at some point but when is tricky.

> Their multiples don't seem sustainable so they are likely to fall at some point but when is tricky.

They've been trying really hard to pivot and find new growth areas. They've taken their "inflated" stock price as capital to invest in many other companies. If at least some of these bets pay off it's not so bad.