What is their moat?
replyIt seems like its just consumer name recognition at the moment
I don’t care if OpenAI is Netscape or Google.
replyWhat I want to know is are we in 1994 of the AI bubble or 1999?
Because even after the dotcom bubble popped, it was still much better than it was in 1994.
I think the cycle is way faster than it used to be so even if we are in 1994, the pop is probably pretty close.
replyGiven that Nvidia's forward earnings in 2026 is 19, which is lower than the average for S&P500, what do you think a "pop" will do to Nvidia stock?
replyWallstreet is already pricing Nvidia to have no growth above the average S&P500 company.
More importantly, do you think that a "pop" means supply of compute is suddenly more than demand?
What the heck are you talking about? Nvidia’s value of growth assets are already priced in.
replyYou’ve written so many posts with glaring flaws. Are you trying to come across as smart? Lmao