And they only have ~18 months of absurd profits from just a couple of customers (Meta and Microsoft/OpenAI) who are likely to realize they don't have the revenue to support 10 figure CapEx and will chose to develop their own chips, cutting NVIDIA out of the loop.
I foresee Nvidia stock playing out like a softer version of iomega that will still have consumer demand, but not as much temporary demand from the megacorps.
I foresee Nvidia stock playing out like a softer version of iomega that will still have consumer demand, but not as much temporary demand from the megacorps.
https://finance.yahoo.com/news/day-market-history-iomegas-in...