Personal Finance
Yesterday
950
To non-engs (but at high tech industry) , what is your current NW and age?
Tech Industry
Yesterday
848
I can easily prove that God exists
Tech Industry
Yesterday
330
Have relationships always been hard
Tech Industry
Yesterday
442
Is FWB morally bad?
Tech Industry
Yesterday
1084
Eliminate PMs. Glorified meeting facilitators
Can we anticipate this to happen within 5 year timeframe? This is fast world. Do people adapt to AI that fast?
Wait till OpenAI Hardware kicks in
Nvidia > Germany now
In 5 years, NVDA valuation will drop significantly. Don’t be delulu. Sell your stock and diversify. Remember Cisco? Nvda is going to be the next Cisco in 1-2 years once the AI hardware build out is complete.
Hey hey I called dibs on it first: https://www.teamblind.com/post/Will-nvda-be-the-first-10T-company-tygcRogt I don't know if it is 5 years or more. Just my view. The secret sauce is the ceo. It is also the biggest risk. One can assemble possible best minds to build gpu competitor or cuda alternative. Highly unlikely they can any time soon. If you have been in corporate world for a while, you will know how inefficient machinery is. Being founder led company, he is able to to go after a vision and architecting his company however he sees it fits. It is impossible to replicate elsewhere.
The high demand we have now might not be there going forward, infrastructure required for AI data processing might reach required limit in next 3-4 years, also there will be competition for NVIDIA. Realistic number would be 4trillion market cap and if the demand persists then 5 trillion by 2027 but it will subside later. I would suggest to sell few stocks to fund your investments and lifestyle before US elections
Say the current YoY growth rate can be sustained, 10T will be reached in 1.5yrs to 2yrs.