Nvidia valuation > Microsoft + Amazon + Google + Apple + Meta + Tesla I want new grad of NVIDIA employees getting 1.5M TC and senior engineers getting 5M+ TC
Source: trust me bro
It’s crashing?
Wait until Apple and Google decide to go all in making their own AI chips. It’s not like Nvidia has patented all the tech.
Exactly. Microsoft is already starting to do this. Only a matter of time until the big dogs wake up and decide they want a piece of the pie
You know they already are right? And there is tons of patented tech that goes in nvda gpus and the software ecosystem around it. The moat is not just the hardware alone. Samsung makes iPhone screens fyi.
Its going deep down tomorrow. Mark my words
lmao it’s going up >10%
At least >10%
not impressed. is nvidia making the chip fabs and the machines in them? that's what is enabling ai.
Remember the days when people thought this about Intel?
Apple is the one I would watch out for. The next gen of chips are going to be g to focus on power consumption. If I can get a chip to do 50% of the work at 25% of the power consumption, I win.
People forget how big Google, Microsoft and Apple are
https://www.teamblind.com/post/yTApUout for a full explanation on how PE ratios work and future earnings analysis, Nvidia will grow bigger, but there will be at least 3-4 companies that are larger, at least by net income, even after its rapid growth.