TL Podcast: Nvidia falls to 8.2x sales — is the AI market doing a soft landing?
TiernanRayTech · x · 2026-10-29
The TL Podcast for October 26th asks whether the market is in for a soft landing: stocks slowly losing altitude like a leaking balloon rather than a sharp correction.
Valuations have become less demanding — Nvidia, picked at 9x sales during the October rebalancing (reference date October 7), now trades at 8.2x. The host floats a hopeful scenario: the last sixty days of 2026 see a gentle deflation, making any 2027 disappointment from the Apollo Globals of the world walking away from multi-hundred-billion-dollar projects less jarring.
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