9Mon
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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•@Joris That's quite an announcement. Do you mean mainly supported by AI?
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•9Mon
@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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@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.
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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•@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.
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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