2 ms·
what I believe are safe predictions (no dates, to make them extra safe). - total market size will go up - Nvidia's market share will go down - Nvidia's profit
by bryanlarsen 3y ago
what I believe are safe predictions (no dates, to make them extra safe).
- total market size will go up
- Nvidia's market share will go down
- Nvidia's profit margin will go down
The trillion dollar question then is whether the uplift from #1 is bigger than the downdraft from #2 and #3.