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by lachlanj 504 days ago
They consistently grow net income by 30% each year. What an I missing in this report?
1 comments
suraci 504 days ago
1. the market expected more

2. investors bet on AI with a belief that 'more capex' = 'more advantages', which was crushed by deepseek, https://news.ycombinator.com/item?id=42558187

3. most important, risk appetite is changing, the space for imagination is diminishing

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UncleOxidant 504 days ago
> the space for imagination is diminishing

Interesting way to put it. But I wonder if "the space for imagination" is moving elsewhere?

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suraci 504 days ago
nvidia tried to move it to robotics, but this only works if the risk appetite is still high. That's the part we can't be sure about until we live through it
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