Will NVIDIA become a bubble?
Please refrain from being a tofu mental~![]()
$NVIDIA (NVDA.US)$ Is $Apple (AAPL.US)$ It is showing a major movement of over 3 trillion dollars, just below, and almost incorporates growth over the next 10 years.
So why did stock prices, which had not been in the spotlight for a long time, soar to a level that humans cannot understand? I think there are two reasons.
1. The media is hyping up AI. And everyone is being fooled by it.
2. growth. Nvidia's explosive growth in market capitalization is, well, due to that growth.
Revenue for the first quarter of 2024 increased 768% year over year, and increased 581% year over year in 2024. However, such growth will not last long. Realistically, you can't grow more than 500% per year for years. It's impossible. In addition to that, their revenue was only $12.28 billion (literally increased market capitalization by $100 billion in a single day), and the price is the same as AAPL.
In other words, Nvidia will either maintain this abnormal level of growth or fail to maintain its reputation.
I'm not saying Nvidia or AI are crap. What I'm saying is that it's overrated.
It's just my opinion, so please calm down if they make you angry![]()
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katudon0809 : I want NVIDIA to keep rising ~
Mickharopi : The question is when will overestimation collapse
PER is also in the 48x range when predicted, so it seems that they will continue to be bought