3 ms·
Monetize while the iron is hot. It's because Microsoft/OpenAI and Meta are throwing multiple $10B's at NVIDIA. This is unsustainable and NVIDIA's stock will co
by hi-v-rocknroll 2y ago
Monetize while the iron is hot.
It's because Microsoft/OpenAI and Meta are throwing multiple $10B's at NVIDIA. This is unsustainable and NVIDIA's stock will contract over 3-6 years unless Microsoft and Meta can translate hype into essential, profitable products which isn't a sure thing™.