RE: Thoughts pls.28 May 2026 14:18
I dont understand Nvidia either. Its share price valuation is worth double the annual uk gross domestic product and double the ftse 100 companies combined and this is just one company, quite extraordinary. A tech reckoning must surely be somewhere down the line. I think a global stock market reckoning is somewhere down the line. Market share prices are far higher than what most of the companies are worth. I would forget the iran conflict, fundamentals will have their day sometime in the future.