Poznámky k epizodě
Good evening,
not too bee to cavalier about it, but $NVDA has opened up a can of worms by being “really overvalued” and then goin on to 10x from there in fairly short order. This sort of things ruins people and their investing approachers.
As a certified Vaule Respector, I do feel somewhat like a fish out of water, but investing in AI and anything to do with it demands a growth mindset. So here it goes. I proceed to explain why there’s a chance for these things, despite trading at up to 1800x earnings today go on to 10x in the next few years.
Do check out the articles below. They are behind…
Web: pandaperspectives.substack.com
