> NVIDIA has some very smart people, but they don’t fab EUV wafers and they don’t do whatever it is where it’s ok for a dorky guy in a leather jacket to sign a

> NVIDIA has some very smart people, but they don’t fab EUV wafers and they don’t do whatever it is where it’s ok for a dorky guy in a leather jacket to sign a girl’s breasts. Why does it matter whether NVDA fabricates wafers or not? It's not their business model. The dorky guy sells something all of the mag7 and more want desperately. > The price of the stock is “supported”. Supported by gigantic growing cashflows. Did you ever valuate/analyze a business? You know people don't put random numbers on the stock price (looking at longer timewindows obviously).