Podcast Appearances
A company like Nvidia is very highly valued.
But what we can say from the fundamentals of a business is that they will be able to sell everything that they can build for at least the coming year.
So whether or not we will be able to see upside in the stock,
is unknown, but whether or not they will be able to continue to perform and sell the product they said they're going to sell, I have confidence that they can do that based on the demand from the hyperscalers, and also we're finally starting to see enterprise AI inferencing demand.
A company like Nvidia is very highly valued.
But what we can say from the fundamentals of a business is that they will be able to sell everything that they can build for at least the coming year.
So whether or not we will be able to see upside in the stock,
is unknown, but whether or not they will be able to continue to perform and sell the product they said they're going to sell, I have confidence that they can do that based on the demand from the hyperscalers and also we're finally starting to see enterprise AI inferencing demand.
A company like Nvidia is very highly valued.
But what we can say from the fundamentals of a business is that they will be able to sell everything that they can build for at least the coming year.
So whether or not we will be able to see upside in the stock,