Hardware

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submitted 2 weeks ago by Alphane_Moon to c/hardware

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[–] [email protected] 23 points 2 weeks ago (2 children)

Isn't Nvidia insanely overvalued? I feel like they'll just have to readjust when the AI bubble bursts...

[–] Bitswap 8 points 2 weeks ago

Tesla is insanely overvalued...p/e >100 with fake product launches, delay after delay of new models. Technology not meeting their own metrics.

Nvidia p/e is only 65 and they keep breaking records of yoy growth.

Apple p/e is 35. Microsoft p/e is 35.

Cisco p/e at height of dotcom crash (which many people like to compare nvidia to) was >200.

Major CSPs are locked in a race to get AGI. Spending is not going to slow...

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