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Investors Are Playing With Fire
247wallst.com/investing/2025/10/11/nvidia-nvda-investors-are-playing-with-fire
Key Points
Doug McIntyre argues that Nvidia and AMD are overvalued, claiming their relationships with OpenAI—where Nvidia invests in OpenAI and OpenAI buys Nvidia’s chips—amount to questionable “revenue recognition” that could trigger scrutiny from regulators.
Doug…
This story appeared on 247wallst.com, 2025-10-11 15:28:35.