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The valuation is completely nuts. It assumes that Nvidia's revenues will continue to grow at the same pace for many many years, without any competition. That's
by tananaev 2y ago
The valuation is completely nuts. It assumes that Nvidia's revenues will continue to grow at the same pace for many many years, without any competition. That's a very silly assumption IMO.
- kylebenzle 2y agoJust wrote a blog post about this, it's time to short! https://news.ycombinator.com/item?id=41897679 https://news.ycombinator.com/item?id=41897679
- parsimo2010 2y agoThe market can remain irrational longer than you can remain solvent.
- vinnyvichy 2y ago[dead]
- Bombthecat 2y agoYes! Tesla is the best example for this...
- elteto 2y agoI’m always skeptical of people giving away their alpha.
- FireBeyond 2y agoSounds like Tesla! Actually, Tesla has a higher rating...
- casey2 2y agoIf AI really is as productive as this valuation claims then by then someone will have used it to invent a better cuda, and unless that's nvidia themselves they will lose their moat If AI isn't this productive then they are still the safest bubble company in the bubble. This situation, to me, says that most people are unsure of how productive AI will be so they don't want to directly invest in it, but following dot com logic companies partaking in tech bubbles will still beat the market as long as their P/E isn't in the multi hundreds year on year. Nvidias' P/E is similar to intel back then iirc
- lm28469 2y ago> If AI really is as productive as this valuation The modern ai flavor has been there for almost two years now yet nothing hints to a productivity boost, nothing even remotely close to a scale that would be relevant.
- deleted 2y ago[deleted]