- Billionaire investor Dan Loeb says Nvidia — worth nearly $5 trillion — is still undervalued given its future earnings potential.
- He argues the stock’s sheer size creates a psychological hurdle, making it an easy short target for some hedge funds despite strong fundamentals.
- Loeb likens the situation to past misreads of Amazon and Google as Nvidia rides a massive AI-driven rally (shares have jumped roughly 14x since early 2023).
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