Nvidia’s valuation tumbles to a 15-year low. A bargain or a falling knife?
THE SO WHAT
Nvidia trading at a discount to the S&P 500 doesn’t change the near-term reality — most advanced AI roadmaps still depend on its hardware and ecosystem. For operators, this is less about timing the stock and more about using the sentiment reset to negotiate capacity, pricing, and co-marketing from a slightly stronger position.
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