Ah_Meng
10-31
The day the IPO goes live, that’s when the AI bubble 🫧 burst… $1T valuation may all sound well and good, especially in the face of $NVIDIA(NVDA)$ own’s humongous $5T valuation… be careful of what you wish for, when the bubble burst, you don’t want to be at the forefront of it… the world has seen money 💰 thrown around like nobody business, with US Fed and other central banks printing money in the last financial crisis. Many current market participants have never experienced any market crash are merrily celebrating every AI tech boom… behind the scene is all money throwing to support infrastructure growth without corresponding returns… yet. Just projections… good luck 😉
OpenAI Family Expanding: Is It A Blessing or A Curse?
OpenAI has been insanely busy lately — one moment it’s doing e-commerce, the next it’s getting into social, and now it’s even launching a browser. It announced plans to deploy 6GW of AMD Instinct GPUs. OpenAI went a step further and partnered with Broadcom to develop custom ASIC chips. Microsoft mainly provides OpenAI’s training compute, while Oracle handles inference workloads. Meanwhile, PayPal officially announced a partnership with OpenAI yesterday — its stock spiked but later gave back most of the gains by the close.
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Comments

  • Valerie Archibald
    11-01
    Valerie Archibald
    Nvidia's forward PE is 35, 52-Week Range: $86.62 - $212.19...
    • Ah_Meng
      so Nvidia will be a $25T monster if it goes to $1000 non-split, almost as big as US GDP... and if that happens, it won't be alone... Microsoft, Google, Apple will all follow suit. If that's not foam, I don't know how it could happen. I presume you are helping with my other discussion here? [Tongue]
  • Mortimer Arthur
    11-01
    Mortimer Arthur
    NVDA will be at $1,000.00 a share with in 7 years.

    • Ah_Meng
      It could be… it could be not. Price is all relative. It could do stock split and reverse split. It depends on what kind of market cap you are looking at. Just like bitcoin could be $1M per coin in 7 years. It doesn’t matter. The question is what is US$1 then? Fiat money is just fiat… printed, just not by you or me. The more the government prints, the smaller and untrustworthy it gets… so back to your statement, what then is $1000 in 7?years? 0.0000000001 bitcoin maybe? 🤔 Be careful what you wish for…
  • Dollydolly
    10-31
    Dollydolly
    You've raised valid concerns about the market's irrational exuberance.
    • Ah_Meng
      The market will rise until it can’t… [ShakeHands]
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