NVIDIA Bulls vs. Bears: Party Ending Soon?

CNBC's Fast Money panel debated NVIDIA's staying power as shares sit around $215, up 83% over one year and 1,352% over five years. Bears warn the stock's massive run limits upside, while bulls cite a 24x forward P/E, 73% YoY revenue growth, and Jensen Huang's bullish AI guidance. The panel flagged a structural shift in AI spending from GPUs toward power, infrastructure, and optics, with Corning surging 330% on data center demand. Competition from AMD and custom silicon from NVIDIA's own customers adds pressure, though panelists remain broadly bullish on the AI trade overall.