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ferdz_mit
01-10

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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!!!

1.3T market valuation is ridiculous!

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They have a hefty margins right now but once Intel and  <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a>  start fighting for the market share, it's expected to be lower! All major AI players are designing their chips in-house. 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