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Which of these four stocks has the best chance?

Which stock out of these four would you bet the most money on? Of course, you might like some other stock better than any of these, but I am personally interested in these four, so wanted to check how they rank among others. Thanks. TC: 375

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92 Participants
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Amazon yunoo Jan 8

How much more do you folks voting Nvidia expect it to grow at 1.3T market cap?

Grove Collaborative amor-fati Jan 8

Either they don’t get what mcap is or they’re thinking this is what people thought when NVDA was at 500B mcap

Amazon anti_hero OP Jan 8

4 T

Meta haoximi Jan 8

MSFT is the long term winner here

Amazon anti_hero OP Jan 9

Also GOOG seems to be losing it.

Databricks SnowfIake Jan 8

Nvda got lucky that AI happens to use a lot of matrix multiplication and their graphics cards happen to be better than CPUs for that math.

NVIDIA nvav Jan 8

It's a multi year investment into accelerating computing, it's not just AI. And accelerating that matrix math has been happening over 50+ years of HPC... anyway

Amazon anti_hero OP Jan 8

Lucky money is still real money.

Databricks SnowfIake Jan 8

Guys, NVDA today is ZM in 2020.

Amazon anti_hero OP Jan 8

Comparing the market of AI with that of remote work does not make sense.

Databricks SnowfIake Jan 8

That’s not the comparison I was making. I’m talking about the market conditions (aka massive GPU shortage coupled with peak AI hype) that’s absolutely pumping NVDA’s revenue growth this year. Investors see high growth and project that into infinity when the GPU shortage will ease significantly in the next 2 years. Once GPU shortage is over and all the clouds have their fill of H100s, it will be very tough for NVDA to maintain revenue growth - probably will fall to single digit growth. Same situation as Zoom today.