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Nvidia Q1 Preview: Stable Nasdaq Alpha At A Sentiment Inflection
seekingalpha.com/article/4788070-nvidia-q1-preview-stable-nasdaq-alpha-at-a-sentiment-inflection
Summary
- Nvidia's strength affirms why it anchors my Nasdaq High-Alpha Black Swan Portfolio, which is now outpacing the Nasdaq-100 since inception, despite my ~15–30% cash position depending on macro factors.
- NVDA's valuation is rich, but leadership this dominant warrants holding…
This story appeared on seekingalpha.com, 2025-05-19 08:55:47.