$NVIDIA (NVDA.US)$ Do you think NVIDIA's financial results c...
Do you think NVIDIA's financial results can be cleared?
What of the presentation do you think will attract attention?
It's my personal opinion, but since PER is over 70 times, it is taken for granted that it greatly exceeds the expected figure, and I think attention will be drawn to Blackwell's delivery delays, which have a big impact on future sales. Are you expecting an announcement that “delivery delays almost never occur”?
Despite the fact that the financial results greatly exceeded expectations last year, I am worried because there is a past where it ended without wind because there was no denying the impact of semiconductor regulations against China, which had been a hot topic at the time. 😅
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まだ投資は3年目
投資は個別で現物一択です。
投資開始時から所有しているgoogleが最もお気に入り。
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KIMIHIKO : I think I can clear it, but I'm worried about how the market will react.
In some cases, I thought I'd switch to an option and hold it.
かしわもち : Honestly, even if growth stops completely (if you don't get depressed) EPS will converge to about 2.5 over 1 year, so I think the current PER is actually exactly 50
I don't think it's expensive at a level where you're required to break through predictions
nは小文字 : PEG ratios are normal, not expensive
s0x命を捧げた投資家 : There may be 80% profit due to the benefits of data centers.
I mean, the previous financial results were also a monster.
KIMIHIKO nは小文字 : It's cheap