alt Hacker NewsNVIDIA is valued far in excess of potential GPU sales. They need the hype train. Running afoul of the US government is bad for the hype train.
NVIDIA is valued far in excess of potential GPU sales. They need the hype train. Running afoul of the US government is bad for the hype train.
This just isn't true. NVDA's price/earnings ratio is 22, which is less than MSFT.
Their P/E ratio is lower than in 2020 (before AI got rolling, and way below their 2023 peak.
If anything - based on current sales alone - NVDA is undervalued.