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16min chapter
Decoding The NVIDIA Trade — With Michael Batnick
Big Technology Podcast
Valuing Nvidia: Growth, Performance, and Competition
Discussion on the challenges of valuing Nvidia due to its rapid growth, comparisons with historical analogs like Cisco, and debates on whether its current growth justifies its high valuation. Delving into recent stock market performance, market cap correction, and concerns about market reactions to future performance. Exploring the significance of data center revenue, competition saturation in the AI market, and the importance of generative AI capabilities for driving future sales and development.
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