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NVIDIA's Valuation: Is It Too Expensive?
It's interesting because you talk about NVIDIA as having a dominant market position, but obviously you probably think the valuation has gone too far at this point based on that analysis of the market share. Is there a price at which you would consider buying NVIDIA? Yeah, I mean, so I talked about this before. This is sort of like, I was hesitant to say sell because it really wasn't an article about NVIDIA's valuation or NVIDIA's financial analysis. It was really an article on how much larger language models will demand GPUs for from NVIDIA. And this is why that's false, right?