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Colnagi Seven Moots Sampson HotTubes LtSpeed SpeshFat |
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at the price, 12m trailing earnings is 141x, mkt cap is 7.8 trillion or so. Even at the current torrid pace of growth, that's 73x p/e in 2028. That's the size of apple, msft, and amazon combined. call me crazy, but I don't think so Last edited by verticaldoug; 05-27-2024 at 08:38 AM. |
#78
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Schneider Electric, an electric infrastructure company has a PE ratio of 113 right now. Speaking as an economist, I don't think you can look at this from a rational (technical) perspective. NVDA is changing the AI game, with CPUs, software and infrastructure, in an economy where we literally have zero idea what impact GenAI will have in three years. That's very similar to how we talked about the internet in 1994. And there were some big winners over the ensuing ten years...and some major flameouts too.
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Colnagi Seven Moots Sampson HotTubes LtSpeed SpeshFat |
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LOL, that's good!
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The language ability of much smaller models is very good, and for business apps worried about liability and correct answers (no hallucinations) investing in proprietary data with RAG is probably the answer to most questions. Faster processing to reduce latency is one thing but then you have remaining network latency. There is a reason OpenAI plugged in the phone on a hardwire for the GPT-4o SKY demo. With 70% profit margins, NVDA has to attract competition. Market is too rich for it not to happen. The issue is whether or not, GOV allow the big guys to buy up any promising small tech which could be a competitor. That has been to MO of the big software tech. NVDA is trying to copy that playbook. |
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