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> sitting of a money printer This is a pretty recent phenomenon, isn't it? For most of it's existence net margin was 0-15%, and only blew up to 25-35% with th
by tomnipotent 3y ago
> sitting of a money printer
This is a pretty recent phenomenon, isn't it? For most of it's existence net margin was 0-15%, and only blew up to 25-35% with the push into data center around ~2016.
- Havoc 3y agoWell they were in the right place for: 1) GPU intensive gaming 2) Crypto 3) AI Regardless of margin % that's a stupidly good read on the future hotness. Luck maybe...but 3x luck idk
- tomnipotent 3y ago> Regardless of margin % that's a stupidly good read on the future hotness For sure. Was just pointing out that "money printing", which I could classify as disproportionately profitable, is more recent. As a stockholder I'm perfectly happy with their increase in CAGR over the last few years. If they made this many good bets with the income they had to invest in R&D, I'm hopeful that they can scale with larger budgets.