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Ekarosyesterday at 5:05 PM2 repliesview on HN

How much in value could Nvidia safely drop and over what period of time for it be fine for greater economy? What level of correction would be manageable?

And I am pretty sure that their value will drop in 5 to 10 years.


Replies

grey-areayesterday at 5:08 PM

Just for context, they make up 5% (yes 5%) of holdings in global index funds like VWRA.

https://stockanalysis.com/quote/lon/VWRA/holdings/

That is an astounding figure and means markets are highly imbalanced, unless you think Nvidia represents 5% of the global economy.

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KaseyKimyesterday at 6:25 PM

Nvida's action may affect the semi- marketing