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You may be getting 100x value out of your 30 bucks. Is that the only variable that one needs to consider to gauge if this is bubble territory?
by philoinvestor 3y ago
You may be getting 100x value out of your 30 bucks.
Is that the only variable that one needs to consider to gauge if this is bubble territory?
- jstummbillig 3y agoOther variables is basically what I was asking for, in the first sentence of my comment.
- philoinvestor 3y agoHow many GPUs are being delivered today and for how long will they be used / what's their life? Who is funding the purchase of those GPUs? If VC money then what happens if the startups don't make money? Are users using AI-apps because they are free and dump them soon? Isn't their competition in semiconductors? Won't we have chips-as-a-commodity soon? LLMs-as-a-commodity? Is Big Tech spending all this money to create VALUE or just to survive the next phase of the technological revolution? (e.g. the AI rush) If prices are high, and sales are high, and competition is still low -- then how much is nvidia actually worth? And if we don't now why is it selling for so many times earnings? https://www.philoinvestor.com/p/downside-at-nvidia-and-the-nasdaq https://www.philoinvestor.com/p/downside-at-nvidia-and-the-n...
- jstummbillig 3y agoThese are all potentially interesting questions, but do any of them offer a concise answers to the bubble-question or are we just speculating?