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Your numbers are wrong. The last quarter profit was $19B and the projected profit is 21B next quarter. That is 84B/year profit with zero growth. If META,STARGA
by gitfan86 2y ago
Your numbers are wrong. The last quarter profit was $19B and the projected profit is 21B next quarter. That is 84B/year profit with zero growth.
If META,STARGATE,xAI,etc.. all increased spending rapidly you could get to 200B profit rate in 2026.
3T / 200B = 15
That means they could return a 6.6 dividend which is higher than 10 year bonds and is in no way overvalued by historial standards.
All that to say, I sold all my NVDA last month because I don't think Wall St. is buying that everyone is going to actually invest that much.
- TheAlchemist 2y agoYou're right about the profit - I took last fiscal year. Still, it doesn't change anything in what I wrote. What you just wrote is "IF the biggest companies on earth, and the US government decide to spend all of their money on a single chip maker, then you could get to 200B profit rate in 2026". I won't disagree with that.