$NVIDIA(NVDA.US)$ is a great company and has been a great stock, up over 1,200% in 5 years.
But make no mistake…with a 100 PE, this stock is grossly overvalued along with the rest of the Technology sector.
If and when we have a correction, If the bubble finally pops, if the 10 year bond goes over 4%, NVDA will crash, and crash hard.

$Palantir(PLTR.US)$ Palantir Technologies CEO Alex Karp said Tuesday that the recent trend of major companies leaving California will ultimately help the state, arguing that the competition will drive innovation.
The chief executive at Palantir also defended the company's generous stock compensation program, which has received criticism for diluting shareholders.
Karp took a long view on the compensation question, contending that attracting top talent will lead to better products, which, in turn, will support long-term stock growth.
"We've hired the best and most interesting and eclectic people in the world. ... They are very fairly compensated and we will continue to develop these products and continue to comp people," he said.
On California, Karp, who moved PLTR's headquarters from Silicon Valley to Denver, argued that California "has a lot of advantages for building tech" but will benefit from a more diverse corporate climate.
"Long-term, this will help California. Short-term, it's a huge problem," he said of the recent exodus from the state.
PLTR is one of many high-profile companies that have left California for other states recently, including Elon Musk's Tesla, which announced a move to Austin, Texas.