2 ms·
It's 2T+ in revenue in a decade. That's where 42% growth starting from today's 60B leads you. That's all of Microsoft, Apple, etc, etc revenue combined all bei
by epolanski 3y ago
It's 2T+ in revenue in a decade. That's where 42% growth starting from today's 60B leads you.
That's all of Microsoft, Apple, etc, etc revenue combined all being spent in GPUs at 50% margin. It's not realistic.
You're taking a bet where risk/reward is just against the investor.
- kjreact 3y agoWhy are you using the metric of annual revenues must equal market capitalization to determine whether a company is overvalued? And why use revenue instead of earnings? Currently if NVDA can double their earnings next year they’d have a P/E ratio similar to MSFT. I think many investors believe they can reach this target hence the high valuation. Whether NVDA will continue to maintain this level of profit for the coming decade is another issue.