The Investment Scientist

Posts Tagged ‘nvda

I asked you all this question yesterday, and today I will share select replies followed by my comments on the matter. 

JG wrote: The joy ride will eventually end. The current price dictates an annual revenue growth of 10 percent per year for the next 100 years. This isn’t happening. Ultimately, the dream will fade, and many will lose their money.

JG also shared the chart below. What CSCO was for the internet age, NVDA is for the AI age, namely, an infrastructure provider. This picture is indeed worth a thousand words.

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Michael Zhuang is principal of MZ Capital, a fee-only independent advisory firm based in Washington, DC.

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