Nvidia definitely isn’t Enron. It’s all of Nvidia’s customers that are mini-Enrons.

Enron crashed because they were cooking their books and faking income, declaring potential profit where none existed.

That’s not Nvidia. Nvidia is selling actual product as fast as they can make it at whatever price they want to charge.

Nvidia’s customers, on the other hand, are the ones who have to justify buying billions of dollars of product from Nvidia and explaining how they plan to make a profit from that.

That’s far from the only problem…

Or the Taiwanese one, since all these companies are based in Taiwan

The stock can stay irrational longer than you can stay solvent.