1.3T market valuation is ridiculous!
@MatthewWalter:
$NVIDIA Corp(NVDA)$ NVDA P/E is north of 70! They have a hefty margins right now but once Intel and $Advanced Micro Devices(AMD)$ start fighting for the market share, it's expected to be lower! All major AI players are designing their chips in-house. It's a matter of time before they cut AMD, NVDa and directly order their order to $Intel(INTC)$ and or $Taiwan Semiconductor Manufacturing(TSM)$ ! 1.3T market valuation is ridiculous!!!