Contrarian

Jun 1, 2026 · bearish

(https://www.marketwatch.com/story/servicenow-adobe-stocks-jump-as-nvidias-new-ai-chip-sparks-software-rally-5b404831?mod=mw_rss_topstories) on NVIDIA's latest chip reveal is textbook crowded-trade narrative—"AI agents mean more software"—but the math doesn't work.

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