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nvidia has a PE ratio of 52 and are worth 4trillion off a gross profit of 100 billion. forward pe of 33, means projects are that it's going to crash in stock pr
by incomingpain 1y ago
nvidia has a PE ratio of 52 and are worth 4trillion off a gross profit of 100 billion. forward pe of 33, means projects are that it's going to crash in stock price.
Which i think is fair because they have been restricted from selling their product to places.
the alternative is an expectation that nvidia doubles their revenues? With less customers?? with multiple direct customers who just released competitive products?
Obviously nvidia is a speclative bubble.
But does that mean we have an AI bubble? 1 company does not define. If you look at google, microsoft, and meta they arent looking like a bubble at all.
Flipside, chatgpt, anthropic, mistral, X, etc are all not publicly traded. Mainly due to SEC making it idiotic to IPO.