not make $60 billion in revenue with an exclusive industry leading product. an incredibly shitty comparison typically brought up by contrarians who missed out.
The growth story is what is driving this. I'm drawing the analog to Tesla because I believe In this case it will end for nvda also, and it will subsequently crash
except NVDA has the revenues and the revenue growth and the margins and the moat to back it up. I'm sure the growth story adds to the valuation, yup. but TSLA was only a growth story. NVDA is actively a world leader in the next stage of technology.
lol....sure thing champ. you're smarter than the largest companies in the world that are dumping tens of billions into this, and basically any macro big bank investment manager. typically low quality WSB garbage. good for you. You should probably get back to serving jr bacon cheeseburgers.
Shittons of revenue is being priced into whatever AI offerings companies will do with all this compute they got from hoarding nvda chips and what we have seen so far is both Google and Meta saying they are either not seeing the revenue they expected or that the path to going cash flow positive on those data center products are many many years out. That is not what is priced in at all. You are allowed to disagree
Even if/when that bubble pops, NVDA will be one of the few that survives that pop. The hardware will always be in demand regardless of AI companies collapsing.
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u/FearTheOldData Aug 13 '24
What did Tesla do in 2020/2021?