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by fspeech
844 days ago
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Nvidia p/e is less than 40 based on their most recent quarter run rate. If they get 15% growth from here their current valuation is more than justified. The problem is their revenue is their customers' cost. And generative AI companies, whose voracious demand for compute drives the surge in Nvidia sales, aren't making anywhere remotely close to $80B a year, the current run rate of Nvidia data center sales. |
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