Today, the markets are certainly raging. I remember discussions about the bubble a few months ago when the numbers were significantly more modest; now everyone suspiciously remains silent 🤔.
It's also amusing that if you look at YTD, NVIDIA is not even in first place for growth.
What am I getting at? We discuss all these questions during our joint viewing of the Stanford MS&E 435 course - the 4th lecture was released today, said to be the most insightful. There's still time to join (call on Monday), each lecture is only 45 minutes long.
