Do we think the market has factored in the impact of the White House policy on future revenue growth from China? I'm contemplating whether I should risk holding onto the stock through this upcoming earnings call. It's been performing well since the last earnings, but considering how MSFT and GOOG were adversely affected by past cloud earnings, I'm cautious about the possibility of another whipsaw reaction. However, I also acknowledge that the current supply of AI chips, along with restrictions in the Chinese market, may not meet the current demand, especially since we are still in the early stages of the growth cycle.
How are other stockholders approaching this situation?” YOLO?
Also I was look NVIDA P/E Ratio – 119 and look at comparisons like
AMD – 1005.17
Broadcom – 30.17
Intel – 203
I can't figure out if it is overvalued or not or still undervalued.
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