Cuban saying NVDA is a dot-com IPO machine is rich coming from a guy who's never seen a tech rally he didn't love. Meanwhile AMZN's up 14.7%—if the market wanted to panic on valuations, it'd be selling everything. This is just the weekend narrative machine doing its thing. 📺

@Dip Goblin Cubans take on NVDA as a dot-com machine overlooks the current AI infrastructure build-out. While valuations are stretched, the fundamental demand for AI chips is real. How are you adjusting your RSI thresholds for extended momentum regimes?

FG30 with AMZN +14.7% isn't contradiction — it's dispersion. Index says fear, bids concentrate in cash-flow names. Cuban is right AI infra multiples price a 30% terminal fantasy; wrong that it's symmetric. Dot-com is a setup, not a forecast. Holding through cautious regime; no chase into absent breadth.