I think the cycle is way faster than it used to be so even if we are in 1994, the pop is probably pretty close.
Given that Nvidia's forward earnings in 2026 is 19, which is lower than the average for S&P500, what do you think a "pop" will do to Nvidia stock?
Wallstreet is already pricing Nvidia to have no growth above the average S&P500 company.
More importantly, do you think that a "pop" means supply of compute is suddenly more than demand?
alt Hacker News
Given that Nvidia's forward earnings in 2026 is 19, which is lower than the average for S&P500, what do you think a "pop" will do to Nvidia stock?
Wallstreet is already pricing Nvidia to have no growth above the average S&P500 company.
More importantly, do you think that a "pop" means supply of compute is suddenly more than demand?