>>20552029>until the AI Mumuphoria dissipatesIF it dissipates.
>NVDA shouldn't be a $3,250 billion company when it earns $80 billion/year.When you account for the fact their revenue doubles every few years and account for inflation, trading at a few times PE is really not that insane.
That being said, I have most of my holding in AMD certs. AMD doubles their revenue every 2 years and they're devouring market share right now.
