NVDA: Analyst Sentiment Hits Record -2.6σ Low

Ki Young Ju reports NVDA analyst sentiment at -2.6σ, the most bearish reading on record. Four weeks ago the narrative centered on an AI supercycle; it has now flipped to dot-com bubble fears. Bitcoin sells off alongside risk assets yet rebounds once liquidity returns, typically ahead of earnings. Extreme bearishness often marks the end of selling pressure rather than its beginning.