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by kovacs
500 days ago
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That's fair but look at the assumptions currently built into NVDA's stock price. Hard to say for certain but to some it's priced as if it has a monopoly on all things AI for a decade. If you can spend $6K (and less in the future) on a full system that runs a model for you where does that leave the assumptions baked into that stock price? I'm too lazy to have come up with a model myself but off the cuff it seems like there might be some dislocation in a lot of assumptions. I dunno. I'm kind of a luddite because of the .com bubble and this has the same feel. |
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