SteveWatson
09-03

$Apple(AAPL)$ I don't get it. NVDA's $NVIDIA Corp(NVDA)$ PE is 54. And hardly anyone says much about this.

AAPL's PE is 34 and the hand wringing is audible.

Why isn't AAPL trying to get a portion of NVDA's business? I would think that AAPL's experience making chips would put it in direct line to take on NVDA

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Comments

  • shunyan
    09-04
    shunyan
    Different kind of chip. NVDA dominates the AI GPU market, not even AMD another GPU maker is close to NVDA’s ecosystem in AI GPU. Many companies are trying to make their own ASIC to replace AI GPU but it’s still very preliminary.
  • Happiness.
    09-04
    Happiness.
    Everyone says the same ! We don’t get it 😆
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