MatthewWalter
09-04

$NVIDIA Corp(NVDA)$ The vast majority of NVDA's revenue comes from 5 companies spending nearly their entire free cash flow on GPUs. What happens when those companies build out their stack and don't need to dump their entire free cash flow into GPUs anymore? No-one seems to be doing fundamental valuations these days, but Nvidia belongs at $50. It will follow $SUPER MICRO COMPUTER INC(SMCI)$ lower

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

  • Top
  • Latest
empty
No comments yet