[Jensson]

> You don’t know if it’s priced in. Was it priced in 5 years ago?

It wasn't priced in 5 years ago, that is the point today it is priced it, people expected this. You should have bought when Microsoft invested billions in them 2019, today more investments like this are expected once these investments stop NVIDIA stock will drop since they were expected.

So saying now is the time to invest is dead wrong, NVIDIA is currently priced as if these investments will continue to ramp up so these things are already priced in. Only idiots thinks "positive event -> I must buy stocks!", no if the positive event was expected then the stocks wont move, if a positive event was expected but didn't happen then stocks go down, that is the situation we are in currently with NVIDIA.

How do you know it was priced in? You look at what people say they expect, and this is what people say they expected, hence we know it was priced in.