It's Time to Short NVDA

My basic thesis is two fold:

1. "AI" is oversold and over-hyped.

2. NVDA is oversold and over-hyped.

For Biggest Problem #3, I don't any competitive offerings from Intel or AMD, now or in the near future. I also don't see anyone crossing the CUDA moat any time soon either.

A correction is natural though. Both on AI hype and NVDA value.