nomendos
Joined 8 years ago
Joined 8 years ago
Factor in inflation (which is unusually high and looks to be continuing until productivity effects materialize), so there could be market pricing adjustments/corrections (maybe short crash too, with repricing), although it is an interesting race dynamic where AI is progressing >2x than any previous cycle. In any case AI profits will materialize as they are already materializing at fastest pace than any tech cycle. There could be other re-pricing moments such as amortization/ROI of the AI datacenter cloud-s**. Near-mid term we'll overbuild power and memory production capacity, both harvestable in continuation and will drop price of KWh and GB, while cloud/datacenter buildings will not have such continuation.
So, it is actually easy to see >$30T TAM by ~2030 - buckle up, as that would shake many things and who survives might get to either paradise or hell.
I'd welcome rational and logic substantiated thoughts on "Prediction: Nvidia Stock Price Will Skyrocket to This Range in 5 Years" (into range btw $1300 and $4K)
I was aware of market growth projections and I think there are many factors/bumps on that road. Additionally, investment in AI datacenters is already all or nothing kind of zero sum race, so much so that it has hit limits (power, available money, etc) so that there will be harder limits on such path (i.e. think of NVDA market cap value in a case of such valuations btw $35 and $75T which should fail this analysis). So, what do you think is more realistic (with sound end2end logic)?
Burden of proof is on LG, not on us and instead of they play dishonest games!
So, it is double-confirmed dishonesty and they should not be trusted further on EVER!