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Listened to Tom Lee on a Prof G Podcast and he made a lot of sense about it all. https://youtu.be/2J_IGuA-IdY?si=uTptx9R-HMhjD9LH&t=1200 https://youtu.be/2J_IG
by sleepyguy 10mo ago
Listened to Tom Lee on a Prof G Podcast and he made a lot of sense about it all.
https://youtu.be/2J_IGuA-IdY?si=uTptx9R-HMhjD9LH&t=1200 https://youtu.be/2J_IGuA-IdY?si=uTptx9R-HMhjD9LH&t=1200
Worth listening to the entire podcast but this is a snip where he speaks about AI valuations. Somewhere in that podcast he brings up the fact that Costco is trading at double future earnings to NVIDIA, let that sink in.....
- baal80spam 10mo ago> Somewhere in that podcast he brings up the fact that Costco is trading at double future earnings to NVIDIA, let that sink in..... English is not my first language, so let me make sure I understand: with this sentence you are suggesting that NVIDIA is undervalued, correct?
- sleepyguy 10mo agoWell according to that metric, Costco has better growth prospects than NVIDIA. In my opinion NVIDIA has better prospects at future growth than Costco, but the market hasn't priced it that way.