Isn't Nvidia insanely overvalued? I feel like they'll just have to readjust when the AI bubble bursts...
Hardware
All things related to technology hardware, with a focus on computing hardware.
Rules (Click to Expand):
-
Follow the Lemmy.world Rules - https://mastodon.world/about
-
Be kind. No bullying, harassment, racism, sexism etc. against other users.
-
No Spam, illegal content, or NSFW content.
-
Please stay on topic, adjacent topics (e.g. software) are fine if they are strongly relevant to technology hardware. Another example would be business news for hardware-focused companies.
-
Please try and post original sources when possible (as opposed to summaries).
-
If posting an archived version of the article, please include a URL link to the original article in the body of the post.
Some other hardware communities across Lemmy:
- Augmented Reality - [email protected]
- Gaming Laptops - [email protected]
- Laptops - [email protected]
- Linux Hardware - [email protected]
- Mechanical Keyboards - [email protected]
- Microcontrollers - [email protected]
- Monitors - [email protected]
- Raspberry Pi - [email protected]
- Retro Computing - [email protected]
- Single Board Computers - [email protected]
- Virtual Reality - [email protected]
Icon by "icon lauk" under CC BY 3.0
I don't know about overvaluation of individual companies, but i do know that DJIA is overrated legacy crap from the 1870's that only exists because human computational power was limited.
The S&P is going to be much more reliable a metric than, "Here's 30 companies to buy stock in chaps" targeted at conservative WSJ readers.
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...
I own stock of both, so I can be sure I lose either way.
Yeah, yeah. Let's just see how it goes after the next crash. More competition than ever in the (chip) making.