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I know the P/E isn't completely nuts. It still prices in revenue growth. It is possible that nv maintains an absolutely dominant market position and total amo
by mlyle 20d ago
I know the P/E isn't completely nuts.
It still prices in revenue growth.
It is possible that nv maintains an absolutely dominant market position and total amount spent on GPUs continues to rise.
It's also possible that either of these things doesn't happen.
- LogicFailsMe 20d agoYes, but the first mover advantage really is a thing. As an example, Yahoo really had to mess up to lose its spot to Google, but they were up to the challenge.
- mlyle 20d agoThat doesn't really have anything to do with what I said.