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They're producing hardware...there are physical limits to growth rate. Is growth decelerating because there's only so much chipmaking capacity available, or is
by zamfi 3y ago
They're producing hardware...there are physical limits to growth rate. Is growth decelerating because there's only so much chipmaking capacity available, or is it because of a demand slowdown? The net income levels suggest maybe it's the former.
Totally open to being wrong here!
- xetplan 3y agoThere is this whole section in the 10-k about government regulation too. Some of that has to be causing growth deceleration vs what it could be. Given what we currently know, it is hard to say this valuation is irrational or crazy as some are saying in this thread. What is crazy is Palantir up 4% after hours because of NVDA earnings. We are certainly selling a ton of pickaxes, pans and shovels here. Not sure about how much gold we are really finding.