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There is no doubt that NVIDIA is the best company that will lead the future industrial revolution with AI.
However, there is currently no way they are on par with Apple and Microsoft, which have had a big impact on the world and have penetrated our daily lives until now.
NVIDIA's impact on society will be on par with that of Apple and Microsoft for the first time when AI becomes popular in our lives in the future.
Therefore, it is reasonable to think that the current market capitalization of NVIDIA has already factored in the impact on society a few years from now, and I think it is common for stock prices to drop for about 1 year from now, and it is common for AI to once again line up with Apple and Microsoft.
Also, companies that become IT infrastructure, such as NVIDIA, will be seen to be less valuable than companies such as Apple and Microsoft that obtain revolutionary products using it.
For example, companies that sell infrastructure called petroleum are indispensable, but it is the same way that companies that create revolutionary products using petroleum are recognized for their high social value.
I think NVIDIA's stock price will drop steadily...
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☆ラジエル★ : I see, great point of view. For example, does something processed from petroleum generate added value? What if an industrial revolution that has never come before and has never been experienced comes? Semiconductors are said to be the petroleum of the 21st century. It is also an evolving petroleum semiconductor NVIDIA. I also feel that new value will be created. Can Apple, Micro... win?
It's been a learning experience.