While I can see the prominence and prevalence of AI and the role of Nvidia in it, the stock is now quite expensive considering that the fundamentals are far from catching up to it's market cap.
For reference, it's only about 10% away from Apple's market cap, but has a revenue difference of 5x and profit difference of 4x...
Unless next year's growth rate is still maintained at 250% YoY, it will take years for the 2 fundamentals to coincide with each other
$NVIDIA (NVDA.US)$
For reference, it's only about 10% away from Apple's market cap, but has a revenue difference of 5x and profit difference of 4x...
Unless next year's growth rate is still maintained at 250% YoY, it will take years for the 2 fundamentals to coincide with each other
$NVIDIA (NVDA.US)$
6
1
Just when I thought a reversal might come...
Will the impact be huge or meh?
$Advanced Micro Devices (AMD.US)$
Will the impact be huge or meh?
$Advanced Micro Devices (AMD.US)$
2
17
1
4
2
1
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