Damodaran bought NVDA several years ago. He sold half last year for less than $400 per share which is less than $40 on splitted share. He said it was over valued at that time. Why does NVDA needs to reach 1T revenue with 70 profit margin in 10 years to worth 3T? Not sure AAPL and MSFT will have 1T revenue, and their profit margin is much less. He just doesn't want to admit that he's wrong on the valuation.
@13manesaКүн бұрын
ARMs about to have an "Nvidia" moment imo. It makes more sense to rotate to a different name than expect the same one to continue the run. What was it before NVDA? TSLA. Even METAs event today showed a collaboration with ARM. Intel work with ARM on the 18a chips. It all makes sense.
@amitinvestingКүн бұрын
Potentially, softbank is keeping the float small..