The Opinionated Investor™

Unadulterated hot takes on Products, Investments, and Life!

Tag: InfraSpending

  • Before You Buy the Nvidia Dip, Read This

    Before You Buy the Nvidia Dip, Read This

    Nvidia’s stock recently took a 20% hit following the DeepSeek announcement, only to bounce back after Meta, Google, and Amazon made massive CapEx commitments. The AI boom is still in full swing, and Nvidia remains the dominant player. Naturally, people have been asking: Is this a buying opportunity? Should I Buy, Sell, or Hold? My…