Joseph Carlson: a call with no clear direction

The window it was checked over

NVDA closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.

What was said around it

decelerating earnings growth margin compression and it's at a pretty high valuation now that doesn't mean that the stock is doomed Nvidia could do just fine but it has a lot of factors working against it it has a far more uphill battle than when it was in the situation 2 years ago where everything was accelerating everything was expanding and the valuation was lower again it's impossible to see the future maybe Nvidia will continue to trade upwards with Incredible demand especially in the short term but over the next 3 to 5 years I have to look at this from the perspective of a value investor with the fundamentals the valuation and the future growth prospects of the company and right now I see a lot of reasons to be a little bit concerned about this company more than to be extremely bullish on it I consider it right now an incredibly risky proposition to invest in Nvidia the final point I'll make is something that I think is interesting to look at and that is that overall insiders are selling shares of their stock not just their compensation through their stock-based comp but they're actually unloading some of their position especially over the past month Nvidia insiders have been selling around

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