Everyone’s Watching Nvidia — I’m Buying These 2 Overlooked Stocks Instead

While the investing world fixates on NVIDIA’s astronomical rise, I’m taking a different path. Call me contrarian, call me crazy, but while everyone else is chasing the AI powerhouse that’s already up 242% this year, I’m looking for value in the shadows.

And I’ve found two compelling opportunities that the market has left behind: let’s discuss them.

Don’t get me wrong I’m not dismissing NVIDIA’s incredible run or the AI revolution it’s powering. But at a $4 trillion market cap and a P/E ratio of 53, the company has become the poster child for what happens when FOMO meets financial markets.

Every piece of good news is already baked into that price, leaving little room for error and even less room for upside surprise.

Don’t get me wrong Nvidia are a great company. But I liked them far more when I was buying them in 2021z

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The NVIDIA Reality Check

Let’s talk numbers for a second. NVIDIA’s stock has become a monster, and monsters eventually need feeding. At current valuations, the company would need to maintain dominance in an AI market that some analysts project needs to reach $500 billion with NVIDIA capturing 80% of it just to justify today’s price.

That’s not impossible, but it’s a tall order when you’re already the biggest company in the index.

The warning signs are mounting. Warren Buffett’s recent moves show a preference for contrarian picks over momentum stocks like NVIDIA, focusing on value and stability rather than chasing the AI hype.

Even more telling?

NVIDIA insiders have been selling. CEO Jensen Huang liquidated over $250 million worth of shares recently, and while he still owns the vast majority of his holdings, the optics aren’t great when you’re asking retail investors to buy at all-time highs.

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So what am I buying ?