Should the longer-term view of the war on inflation affect enterprise-based tech spending, not to mention Bitcoin (down -10% today), this would be a reason to steer clear for now of even terrific, innovative companies like NVIDIA NVDA, which has plummeted -9.5% today, -56% year to date. NVIDIA Corporation (NVDA): Free Stock Analysis Report Consider this taper tantrum an overreaction to disappointing — but not earth-shaking — news, and measure some valuations of recession-proof companies now selling at fire-sale prices.