I am not waiting. I am jumping on the moving train now because NVIDIA is growing its earnings faster than its stock price can physically keep up.
NVIDIA stock gets cheaper on a forward P/E basis the higher it climbs.
NVIDIA isn't just selling chips. With upcoming Vera Rubin architecture, NVIDIA is selling entire, self contained, 6 chip data center ecosystems. It has effectively monopolised the computing layer of the next century.
The NVIDIA bus doesn't stop for anyone. It is better to be on the bus than waiting on the curb choking on silicon dust.
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- zumaΒ·08-28 07:13thx1Report