Uh still hard to wrap my head around
So in the medium term high inflation (at least higher than yields on short term bonds) if they start QE and an even further decrease in dollar strength? Or will that only happen after a new debt crisis?
It's kinda good they have kept rates relatively high...
Nvidia's FY '26 growth rate is tracking at 60%, it was 30% before their recent earnings call & GFC conference
Yet the stock is down
Nvidia is trading at 27x PE, a market average for a top-tier business
Keep holding and buy more depending on your portfolio distribution