Mark Roussin says a stock’s move alone does not make it cheap or expensive; valuation should be based on the future cash a business can generate. He points to Nvidia’s outlook, CRWV’s $104 billion backlog and NBIS’s 9% gain as signs of AI demand.
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Mark Roussin says a stock’s move alone does not make it cheap or expensive; valuation should be based on the future cash a business can generate. He points to Nvidia’s outlook, CRWV’s $104 billion backlog and NBIS’s 9% gain as signs of AI demand.
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