I think it is valued fairly at 54 P/E since it pretty much has a monopoly on advanced AI chips. (AMD is overvalued at 129!)
TSLA is very overvalued (278) and GOOG is undervalued (27).
This is weird but it looks like TACO is now willing to release the Epstein files. The vot e to release the files is Tuesday I think.
I think there is something more into that now....
He is dumping so he has cash to prop up Palantir from all the short positions. It has nothing to do with Nvidia and everything to do with Palantir’s P/E ratio.
majority of WSB hates futes because the initial margin requirements to trade it exceeds the value of their portfolio. E-mini too expensive, e-micro too insulting.
NVDA’s recent disclosure of ~$500bn in CY25/26 data center orders suggests the potential for ~$8/sh in CY26E PE, putting the stock capable of growing sales/EPS by
50%/70% YoY at essentially an undemanding 24x PE market multiple.
If 2030E AI capex gets to be even 50% of NVDA’s $3-$4Tn forecast, the company would likely generate
over $40/sh in scenario EPS, implying the stock is trading at <5x PE
#A 5X FUCKING P/E RATIO 😮😮😮😮