Concerns raised about Nvidia's high valuation as it faces competition and regulatory risks.

From Yahoo Finance:

David Miller, co-founder of Catalyst Funds, discusses the risks surrounding Nvidia’s valuation trajectory and believes the semiconductor industry typically experiences boom and bust cycles. On the other hand, Miller sees potential in Hims & Hers Health, a telehealth company that offers convenient and cost-effective solutions for customers dealing with traditional pharmacy issues. However, he highlights potential regulatory changes and competition as risks in the telehealth market. NVIDIA’s rapid growth and high valuation also raise concerns for investors, as the company is priced for perfection and faces the challenge of maintaining its lead in a competitive market.



Read more at Yahoo Finance: Nvidia’s valuation forecasts aren’t ‘justified’: Portfolio manager