[nl]

It might pay you to look at the numbers.

Last quarter:

Goog: $109B revenue, $62B in profit.

NVIDIA: $81B revenue, $58B in profit.

NVIDIA is growing faster.

I agree about Telsa though.

[markhahn]

how about this: there has been a fairly short-lived, one-time event that boosted NV's revenue and allowed them extraordinary margins. nothing like that is goosing Goog or AAPL.

yes, I'm claiming that the NV-AI hype bubble will pop (which almost everyone expects to one degree or other).

[nl]

In the long term all is dust.

NVIDIA has at least 2 years of solid revenue growth ahead of it.

Beyond that people are dreaming about doing predictions anyway.