$6 trillion of sales proceeds to be rotated
November 4, 2026 Leave a comment
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