
Tech Trader - An Update On Tech Stocks
Barron's Live
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Nvidia's Valuation Raises Questions About the Company's Future Growth Prospects
The gaming business up until just recently was more than half of revenue. Now the data center business is going to be 70 75% of revenue in the short term because it's growing so quickly. The auto business is still less than 5% of total revenues and that has a long runway for growth as the company is not only involved in the training for companies that want to offer autonomous vehicles, autonomous driving vehicles, but also in the actual cars themselves. You do have advanced micro devices as a real viable second source with GPU technology with CPU technologies, advanced manufacturing technologies. And that company has also sifted through and worked through a pretty severe downturn in the PC industry, which I think is bottoming
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