How can you justify NVIDIA valuation? When I compare it with Meta, its just nuts. NVIDIA market cap: >$1T Meta market cap: $800B While looking at their quarterly earnings, META is beating NVIDA both in revenue, Net income and yet is valued 20% less than NVIDIA.
AI hype, it will either grow exponentially or come crashing back to earth.
They have a monopoly on production level hardware for training AI models. Seeing wherr we are headed I can understand
If a monopoly is not converted to a cash cow, then this is a bad investment. If Nvidia will not create a new cash stream with high margins it will collapse in 1-2 years. Btw they don't have monopoly, just not enough supplies
I think it's more about Cuda than hw tbh
The moment AMD releases something similar to CUDA and gives away PyTorch integration, short the fuck out of Nvidia
Sorry Nvidia folks https://www.cnbc.com/2023/08/09/jim-cramer-thinks-this-years-near-triple-in-nvidia-stock-is-just-the-beginning.html
Kiss of death from Cramer 🪦
All the dumb money that was in NFTs and crypto had to go somewhere
Did you think this yourself or you used chatgpt? Gen AI models beat artists, musicians, doctors and lawyers in creativity and reasoning. And you are so dumb that you are comparing this tech revolution to NFT and crypto?
@meta you are missing the point. @Indeed is just stating that they think it’s another hype bubble. And it’s a fair opinion, we just don’t know yet.
Supply low. Demand high.
Welcome to stock market !
Nvidia also has like 0 competitors in their AI growth business. Inb4 AMD fans say they have something in the pipeline 😂😂. All of metas core products have strong competition. Even Apple has entered this metaverse stuff.
Selling shovels in a gold rush
AI bubble