$NVIDIA(NVDA.US)The reasoning is correct, but it doesn't consider the slowdown in growth next year.

Dan Ives, Senior Equity Research Analyst at Wedbush Securities: Nvidia's sharp drop is still a buying opportunity.

(If the drop is too steep, it's worth buying—even if growth slows, it's still significant.)

1. The recent decline in Nvidia's stock price is mainly due to growth concerns, not just about Nvidia—I believe this is a widespread issue in the semiconductor industry. But from a demand perspective, nothing has changed. Demand still exceeds supply. These sell-offs, in my view, are buying opportunities rather than moments to panic.

2. I'm not too worried about the escalation of antitrust investigations into Nvidia. Their execution is outstanding, far ahead of competitors like AMD.

3. The moat Nvidia has built is solid. From an innovation standpoint, they remain the only choice. In the trillion-dollar AI market expected in the coming years, Nvidia will capture a significant share.

4. After Google's victory with the Department of Justice, the climate will shift. Big tech companies will grow even stronger, and the AI revolution will accelerate this process.

5. Supply chain indicators suggest an AI supercycle driven by the iPhone 16. I still believe the demand cycle for Apple is underestimated. Broader demand continues to grow, not decline.

6. There will be some volatility in September and during the election season. Nvidia investments can be split into two parts: long-term holdings and short-term market volatility plays—this won't be a smooth ride. But ultimately, these growth concerns are more of an opportunity to us.