NVDAShort,
I’m not sure how you feel about NVDA, but let me ask you about the other stocks you mention. 
You come on the boards for attention, make your statement to feel good about position on these names.
You are hoping for a sell off to do what? Are you personally buying at some price?
If so, what price? I’d like to know your target prices. See if you’ve really put some work and thought into this.
For the record I don’t disagree with you. I rarely post on Sauls boards, but I do read them as I think they are the best tool on MF.
I read Bears last months performance update and I noticed that he’s comfortable holding his positions, but mostly he is not comfortable adding to any positions right now. So I’d say he also feels that valuations are rich right now. Hard to argue that they are not.
I sold out of SHOP and ANET last month for instance, but I’m looking to reenter and actually bought a first position in ANET yesterday.
So this is getting a bit long winded, but like I said I rarely post here.
So give us your price targets for said companies. I think that’s a lot more helpful then just publicly coming on and stating all cloud stocks are bursting and will come down and become better values. That serves no one, not even you.
Chris