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Thoughts? "Nvidia in 5y btw $1300 and $4K" based on analysis from the link

nasdaq.com

2 points by nomendos 2 months ago · 3 comments

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nomendosOP 2 months ago

https://www.nasdaq.com/articles/prediction-nvidia-stock-pric...

I'd welcome rational and logic substantiated thoughts on "Prediction: Nvidia Stock Price Will Skyrocket to This Range in 5 Years" (into range btw $1300 and $4K)

I was aware of market growth projections and I think there are many factors/bumps on that road. Additionally, investment in AI datacenters is already all or nothing kind of zero sum race, so much so that it has hit limits (power, available money, etc) so that there will be harder limits on such path (i.e. think of NVDA market cap value in a case of such valuations btw $35 and $75T which should fail this analysis). So, what do you think is more realistic (with sound end2end logic)?

Woodi 2 months ago

But they even don't do their own hw... What's price for TSMC which produce almost everyone chips ??

_wire_ 2 months ago

Will Nvidia become worth 1/2 of the U.S. economy? lol...

Oh yes!

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