Panda Perspecticast

Perspecticast ep.23


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Good evening,

not too bee to cavalier about it, but $NVDA has opened up a can of worms by being “really overvalued” and then goin on to 10x from there in fairly short order. This sort of things ruins people and their investing approachers.

As a certified Vaule Respector, I do feel somewhat like a fish out of water, but investing in AI and anything to do with it demands a growth mindset. So here it goes. I proceed to explain why there’s a chance for these things, despite trading at up to 1800x earnings today go on to 10x in the next few years.

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Nothing in this Substack is Investment Advice. This information is provided for informational purposes only and does not constitute financial, investment, or other advice. Any examples used are for illustrative purposes only and do not reflect actual recommendations. Please consult a licensed financial advisor or conduct your own research before making any investment decisions. The authors, publishers, and affiliates of this content do not guarantee the accuracy, completeness, or suitability of the information and are not responsible for any losses, damages, or actions taken based on this information. Past performance is not indicative of future results.



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Panda PerspecticastBy Podcast By Leonid Mironov of Panda Perspectives