Is NVDA's 10% plunge a golden buying opportunity or a warning sign? What should smart investors watch now?

Whenever a tech giant faces major bad news, the market splits into two camps.
One says: Run for the hills—if even the founder has left, why hold on to the stock?
The other says: Finally, a discount—buy the dip!
Both sides are passionate, but the stock market isn't a debate contest. The loudest voice doesn't necessarily make the most money.
When it comes to Nvidia, I focus more on three indicators.
First, data center revenue and orders over the next few quarters. If demand doesn't weaken significantly, that suggests the business fundamentals remain solid.
Second, gross margins and cash flow. Truly great tech companies don't just grow—they also turn that growth into profits.
Finally, the new management team's ability to execute. The market needs to see that the technology roadmap remains on track and customer relationships haven't changed significantly.
If these indicators remain healthy, the short-term plunge could offer a chance to reassess.
But if the fundamentals also start to deteriorate, don't call every dip a golden buying opportunity.
Sometimes what people call a golden buying opportunity is just an expensive lesson the market has prepared for investors.#Dr.Han牛津辩论社演讲