mark2012
02-25

Jensen doesn't need to do anything, other than what he is doing. If growth continues, PE will increase and share price with increase. Simple. The stupidity of the market won't change but time will ensure stock prices will come back to meet the business fundamentals reality. I think more importantly is what crazy things will Trump do to throw the market into a tailspin.

ARK Sold Big Tech: Nvidia Plunge... Should Investors Shift or Add?
Cathie Wood’s ARK Invest trimmed major tech holdings, including Meta Platforms, Nvidia, Advanced Micro Devices, Taiwan Semiconductor Manufacturing Company, Broadcom, Alphabet, and Netflix. The move signals a potential rotation as valuations stay elevated and market volatility rises. Is ARK locking in gains after the AI-driven rally — or quietly repositioning ahead of a broader tech correction?
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