Kyle Chassé 🐸(@Kylechasse):Nvidia lost nearly $200 billion in market value on Monday over its CEO's personal life. Today Bank of America took it off the US 1 list, its shortlist of best stock ideas. Micron and Lam Research went with it. Look closer though, guys. All three still have Buy ratings. It's like a coach benching his best player for one game. He still rates him. He just doesn't want that risk on the court tonight. BofA hasn't tied the move to the board's probe into Jensen Huang. And its own chip analyst still expects AI growth through 2027, right? So when a stock gets headline risk, do you trim it or do you buy from the people who are?

2026.11.10 13:47

Nvidia lost nearly $200 billion in market value on Monday over its CEO's personal life. Today Bank of America took it off the US 1 list, its shortlist of best stock ideas. Micron and Lam Research went with it. Look closer though, guys. All three still have Buy ratings. It's like a coach benching his best player for one game. He still rates him. He just doesn't want that risk on the court tonight. BofA hasn't tied the move to the board's probe into Jensen Huang. And its own chip analyst still expects AI growth through 2027, right? So when a stock gets headline risk, do you trim it or do you buy from the people who are?