Probably a dumb question
$NVIDIA (NVDA.US)$ Does anyone think there will be an AI bubble similar to dot.com bubble?
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Henrytruan : Maybe . Anything possible
101667813 : The only real answer is no one really knows. If you don’t have strong conviction in the company then don’t take the risk.
AD999 : We can’t exactly predict the future of stock market. But I do not believe AI is a bubble. If it breaks, we will be going back to old village age. AI sits on digital transformation which is a ‘must’ to keep innovating and we need to adapt to these swift changes. Just take a small example of food ordering or banking system, all these have made significant changes in transformation during the past decade. Current AI is only the beginning of a new era.
Junius Falcon : It is an important question. Projected EPS shows NVDA is not yet a bubble. The current 2y forcast says its EPS will almost double in 2026, which means the 2y forward P/E would be ~25y. Historically, NVDA P/E goes from 20y to 100y. Macro (SP500) shows we are at the point of whether starting a bubble. It could also be a slower growth without bubble. Next quarters' GDP projections are still good, about 1.8%.
loozoo : If your definition of bubble is like NFT then no.
if your definition of bubble is like dot com then it only happens to fraud companies linking blindly to AI.
Ultratech : no.
tataru : what goes up will come down, the reverse is also true.. you can never time the market so ask yourself if you believe in their worth and is technology here to stay or not
迷你小股民 : Every popular trend, in the end, will turn into an economic bubble, it's just a matter of time. Because of Wall Street and human greed, we always turn what was originally just profitable business activities into infinite leverage. The ones who truly earn the most are the top financiers on the front line. Series A, Series B, etc.
Rusty Shackleford 1 OP AD999 : The dot.com bubble burst, and we still have the internet?
Rusty Shackleford 1 OP loozoo : I mostly meant with all of the wars breaking out everywhere. I am probably wrong, but I thought NIVIDIA got their parts from Tiawan, and there is definitely tension building in that area. I think China and Russia have warships in that general area just waiting for everything to pop off in the middle-east.
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