$6 trillion of sales proceeds to be rotated

It is not a preposterous notion for NVIDIA’s stock price to decline to $120.

With a current market cap of $5 trillion.

Can you imagine the capital destruction?

More excitingly (apart from shorting the stock), is to imagine where those proceeds are deployed.

Imagine the effect of shoving $2 trillion of raised proceeds from this stock and at least $1 trillion from 4 other companies will have on other equity prices……

November 4, 2026

rob@karriasset.com.au

Unknown's avatarAbout Rob Zdravevski
Global Investment Advisor & Portfolio Manager Australian based, Global Work rob@karriasset.com.au

Leave a Reply