A company called Nvidia, which makes special computer chips called GPUs, has been doing very well and its stock price has gone up a lot. But a person who studies companies and gives advice about them, named Pierre Ferragu, thinks that Nvidia's stock price has gone up too much and might not go up any more. He also thinks that other companies that make similar chips or work with them might be better to invest in. Some people agree with him, and some people don't. Read from source...

- The article title is misleading and sensationalist, implying that Nvidia is overvalued and getting fully valued, when in reality, the stock is still undervalued compared to its growth potential and peers.
- The article uses selective data and analysis, focusing on the downgrade and the recent surge in the stock, while ignoring the broader context of Nvidia's strong performance, innovation, and leadership in the AI and GPU markets.
- The article relies on a single analyst's opinion, without providing a balanced perspective or considering other factors that may influence the stock's valuation, such as the AI demand, competition, regulatory environment, etc.
- The article compares Nvidia's stock to the dot-com bubble, without acknowledging the fundamental differences between the two scenarios, such as the scalability, profitability, and sustainability of AI applications and products.
- The article fails to mention the positive outlook and recommendations for other AI-related stocks, such as AMD and TSMC, which suggests a lack of objective and comprehensive analysis.

Bearish
Analysis:
The article discusses a rare downgrade of Nvidia's stock by New Street Research, citing concerns about overvaluation and normalization of demand. The analyst downgraded the stock from buy to neutral and expressed doubt about any additional upside. The article also mentions that Nvidia's market value has exceeded $3 trillion, raising comparisons to the dot-com bubble of the late 1990s. The overall sentiment of the article is bearish, as it highlights potential risks and uncertainties for Nvidia's stock performance.