GuruGuruGulu
評論了
GuruGuruGulu
評論了
$Arm Holdings(ARM.US$ it will go up very fast ...
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GuruGuruGulu
評論了
$美國超微公司(AMD.US$ I hope everybody heated my advice Intel AMD Google right now there are in the bullseye of China and you're playing with fire short-term AMD was already in a downward trend and the news from China where they're going to put it on the chopping block to go tit for tat with the us trying to flex its muscle for banning tick tock and causing China to divest ownership in and go to a private company this is going to be months in the making it is not going to end good.
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While I can see the prominence and prevalence of AI and the role of Nvidia in it, the stock is now quite expensive considering that the fundamentals are far from catching up to it's market cap.
For reference, it's only about 10% away from Apple's market cap, but has a revenue difference of 5x and profit difference of 4x...
Unless next year's growth rate is still maintained at 250% YoY, it will take years for the 2 fundamentals to coincide with each other
$英偉達(NVDA.US$
For reference, it's only about 10% away from Apple's market cap, but has a revenue difference of 5x and profit difference of 4x...
Unless next year's growth rate is still maintained at 250% YoY, it will take years for the 2 fundamentals to coincide with each other
$英偉達(NVDA.US$
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已翻譯
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GuruGuruGulu : 為什麼確定 170???