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0 pointsdigitcatphd5mo ago0 comments

What do you think is going to happen to their earnings when CAPEX slows?

0 comments

Their earnings will certainly decline or at least decelerate if capex slows. I’m just saying, if the market wasn’t pricing in a slowdown, NVDA would be trading at 40-60x next year EPS, not 25x.

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0 pointsdigitcatphd5mo ago0 comments

What do you think is going to happen to their earnings when CAPEX slows?

0 comments

xadhominemx5mo ago

Their earnings will certainly decline or at least decelerate if capex slows. I’m just saying, if the market wasn’t pricing in a slowdown, NVDA would be trading at 40-60x next year EPS, not 25x.

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j / k navigate · click thread line to collapse