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Nvidia Part II: The Machine Learning Company (2006-2022)
Acquired
Nvidia Is a Twelfth of a Trillion Dollar Market
Nesli: I think it's squishy. But the fact that they're valued to day? What's their market cap right now? Something like half a trillion dollars. They need to sort of justify that unless they are willing to have it go down. And so they need to come up with a story about how they're going after this enormous opportunity, which maybe they are. Nesli: My view of this is, if their stock price wasn't what it was, there's no way that they would try to be making this claim that they were going after a trillion dollar market.
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