Comment by jjcm

AI demand doesn't look like it's going anywhere in the next year, and their revenue is at least in the ballpark (26b vs 90b for apple). That said, price is usually dictated by the delta in growth. I think it's unrealistic to expect another 262% YoY growth over the next 12 months for Nvidia, especially with a lot of their upper-limit being determined by TSMC's capacity. In addition, there are significant pushes in motion to get processing on-device, both for security reasons and price reasons. I can't see these earnings being sustainable for nvidia over the long run.