1Yr·

Another change at the top...

Microsoft is now the most valuable company in the world!

What do you think, will there even be a company in the next 10 years that can reach the top and is not even on this list yet?

$MSFT (+1.08%)
#microsoft

16 Comments

yieldhunter@randomdude

1Yr

It is almost certain that this list will look completely different in 10 years😉

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Martin von mit Verstand zum Kapital@MitVerstandzumKapital

1Yr

@randomdude Do you mean just the order or completely different companies?

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Ben@Bart_S

1Yr

@randomdude Why do you assume that? I can't imagine that at the moment... at least as far as the companies are concerned.

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yieldhunter@randomdude

1Yr

@MitVerstandzumKapital Not completely different, but some for sure.

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yieldhunter@randomdude

1Yr

https://youtu.be/kfMFDcuDKYA?si=JVVw9j4BlyYb3pCz

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Martin von mit Verstand zum Kapital@MitVerstandzumKapital

1Yr

@randomdude I fully agree with you on the lower end and maybe some of them have climbed a long way up, but I find it difficult to think that the top 3-4 are at the bottom or no longer in there at all!

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Joris@Joris

1Yr

I think NVIDIA will soon be at the top. I don't think we can imagine how much more market capitalization there could be for all of them. I don't think that's the end yet.

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Martin von mit Verstand zum Kapital@MitVerstandzumKapital

1Yr

@Joris That's quite an announcement. Do you mean mainly supported by AI?

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Joris@Joris

1Yr

@MitVerstandzumKapital after the CEO once wrote a circular email that they are no longer a graphics card company but an AI company. Yes, that's why I think through AI

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Cekay@CMustermann

1Yr

@Joris I am a $NVDA investor myself, but this reminds me strongly of the mood before the dotcom bubble burst. ChatGPT user numbers have stagnated since October and dropped almost 8% last month.
https://www.similarweb.com/website/chat.openai.com/#overview

It's starting to sound to me like the big hype is over. And if masses of GPUs are then flushed onto the market again, like after the collapse of ETH mining, then the $NVDA P/E ratio of 78 is no longer justifiable.

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Martin von mit Verstand zum Kapital@MitVerstandzumKapital

1Yr

@CMustermann But just because a hype is over (and it definitely isn't with AI) doesn't mean that the business or the vision is broken. ChatGPT is not the same as AI.

You will soon have AI not only in every car (including affordable models), but also in the fridge and so on.

Look at Meta. Everyone curses this company and Insta annoys me more and more every day from Finfluenzer onwards, but yet the company has risen a full 350% since Jan 2023.

So you have to think much further outside the box. I don't know to what extent $NVDA will affect NVIDIA either. But they will certainly play a role.

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