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This kind of demand has to spur competitors into action. I know it will take many quarters, but I assume AMD/Intel/others will catch up? So why do investors bel
by gniv 3y ago
This kind of demand has to spur competitors into action. I know it will take many quarters, but I assume AMD/Intel/others will catch up? So why do investors believe the current growth will continue many years, to justify this valuation?
- gmm1990 3y agoThey have had a 60% plus margins for years, I think they're just out competing. Or the others have stagnated. The valuation is ridiculous but they have built a product/sales pitch that is extremely difficult to disrupt/replicate.