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Isn't Nvidia overbooked though? If a few of their customers bail, who's to say that others won't take their place?
by talldayo 2y ago
Isn't Nvidia overbooked though? If a few of their customers bail, who's to say that others won't take their place?
- matwood 2y agoSure, but overbooked leads to pricing power (there's also the question of who has billions to spend on GPUs). Stock price is about growth multiple, and NVDA is priced for perfection. Some say they are already priced for what's next after AI.