Them being far above the median PE ratio for the S&P 500 tells you that a future correction would be a discount and you should buy? Please walk me through your logic on this one.
While I am no fan of NVIDIA, they are effectively a Monopoly for CUDA GPU.
This means that cash revenue will likely remain high long after the LLM hype bubble undergoes correction. The market will eventually saturate as incremental product improvements stall, and demand rolls off rather than implodes. =3
4fterd4rk|1 month ago
Joel_Mckay|1 month ago
In general, they often get stung by the dead cat bounce, =3
https://en.wikipedia.org/wiki/Dead_cat_bounce
linkregister|1 month ago
Joel_Mckay|1 month ago
This means that cash revenue will likely remain high long after the LLM hype bubble undergoes correction. The market will eventually saturate as incremental product improvements stall, and demand rolls off rather than implodes. =3