
Sign up to save your podcasts
Or
Everyone's hyped on OpenAI, ChatGPT, Grok, XAI, etc ... but the company powering them all is making all the guap. Nvidia has printed over $100B in AI profits in the last 6 quarters alone and is showing now signs of stopping. Top-line growth was 69% last quarter. Despite this rapid growth and dominance in AI, Nvidia trades for 43X trailing earnings, and maybe around 30X forward earnings (depending on growth). This is nowhere near bubble territory. With Owner/Operator/Founder Jensen Huang continuing to innovate at a breakneck pace, why is the market skeptical this growth will continue? Isn't the AI revolution just getting started? Maybe it's because Nvidia relies on TSMC to make their chips and Grok/ChatGPT to build the UI for consumers ... let me know your thoughts on Nvidia stock in the comments below.
4.8
9898 ratings
Everyone's hyped on OpenAI, ChatGPT, Grok, XAI, etc ... but the company powering them all is making all the guap. Nvidia has printed over $100B in AI profits in the last 6 quarters alone and is showing now signs of stopping. Top-line growth was 69% last quarter. Despite this rapid growth and dominance in AI, Nvidia trades for 43X trailing earnings, and maybe around 30X forward earnings (depending on growth). This is nowhere near bubble territory. With Owner/Operator/Founder Jensen Huang continuing to innovate at a breakneck pace, why is the market skeptical this growth will continue? Isn't the AI revolution just getting started? Maybe it's because Nvidia relies on TSMC to make their chips and Grok/ChatGPT to build the UI for consumers ... let me know your thoughts on Nvidia stock in the comments below.
1,273 Listeners
1,073 Listeners
950 Listeners
1,921 Listeners
1,441 Listeners
388 Listeners
535 Listeners
466 Listeners
141 Listeners
115 Listeners
9,301 Listeners
172 Listeners
270 Listeners
150 Listeners
463 Listeners