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2:20
x.com
TBPN
$NVDA is becoming more and more undervalued, and the competitive threat from TPU and Trainium are red herrings, says @firstadopter."The stock is almost as cheap as it's ever
TBPN (@tbpn). 458 likes 17 replies. $NVDA is becoming more and more undervalued, and the competitive threat from TPU and Trainium are red herrings, says @firstadopter."The stock is almost as cheap as it's ever been. It's trading at 19x forward P/E. That's below the S&P 500, which is growing at like 10%. Nvidia's growing at 80%.""The numbers ...
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All the semiconductor stocks are flying except $NVDA, why?Well, the majority of AI workloads are shifting to inference where ASICs have a larger market share than $NVDA.Investors are worried that $NVDA growth may slow down.I don’t agree.Yes, $NVDA will have smaller market share in inference, but inference will be a bigger market than training by orders of magnitude.So, I don’t think $NVDA growth will lag peers anytime soon, not in the next 4-5 years.Long $NVDA will work pretty well from here.
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