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by markhahn
9 days ago
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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). |
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NVIDIA has at least 2 years of solid revenue growth ahead of it.
Beyond that people are dreaming about doing predictions anyway.