$NVIDIA (NVDA.US)$$Meta Platforms (FB.US)$ Nvidias current v...
$NVIDIA (NVDA.US)$$Meta Platforms (FB.US)$Nvidias current valuation assumes roundabout 30% YoY EPS growth for the next 10 years and that is from its current record earnings as a base and assuming an exit multiple that’s still in the 30s. So anything on top of that basis would be one’s possible gains at this point. I love Nvidia, would love to own it, but it’d take more than one metaverse to be fully run on NVDIA hardware to justify anything even remotely close to its current valuations.
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Vivian MiMi : Both are good
Celestinel : $Palantir (PLTR.US)$ I just had a dream they announced a major contract with Nvidia. Lord knows $NVIDIA (NVDA.US)$needs their help on the supply side.