招财猫1688 : 買う

10baggerbamm : Nvidia is already working on the next generation above Reuben so most of these articles that are written assume Nvidia will be static that there's no evolution and they assume that Amazon's chip or any other company that's working on it is going to have a serious dent in their revenue stream. the reality is maybe in a year and a half to two years they're marginal rate of revenue acceleration may show some type of decline but it will still be growing and extremely rapid rate. the evolution of artificial intelligence most will agree and I've said it it's 9:00 and the party goes to 4:00 a.m. and others have said we're in the first inning that this is 1995 not 1999. and once you get outside of Microsoft spending and Amazon and meta you have every other company in the world you have every other country in the world that's going to be spending countless amounts of money that's going to drive continued growth for NVIDIA for years and years to come. and if one thinks about it Apple was only growing at 2% and they set an all-time high this year and what was Apple doing 10 years ago 15 years ago their revenue growth slowed and yet their stock at an all-time high. Nvidia is not Cisco not from evaluation standpoint not from an industry standpoint not from a competition standpoint