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"You can argue that OpenAI might not hold the lead. That's fine. But the author also argued against Nvidia. Nvidia doesn't care if OpenAI loses the lead because
by philoinvestor 3y ago
"You can argue that OpenAI might not hold the lead. That's fine. But the author also argued against Nvidia. Nvidia doesn't care if OpenAI loses the lead because the next LLM lab also uses Nvidia"
You are missing the point here.
- aurareturn 3y agoYes, your point is that Nvidia is overvalued because of AI hype and that its financials looks priced for future growth instead of value. I asked ChatGPT to summarize the article for me.
- philoinvestor 3y agoSo wait, Nvidia isn't overvalued?