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13min chapter
Is NVIDIA like Sun from the Dot Com Bubble?
Oxide and Friends
Comparing Nvidia's Valuation to Past Scenarios in the Stock Market
The chapter delves into the comparison of Nvidia's current valuation to historical situations where companies experienced setbacks in stock value affecting employee morale. It discusses the impact of stock fluctuations on compensation and morale, drawing parallels to past company experiences. The conversation also touches on challenges faced by companies trading below their cash value and the importance of maintaining focus and innovation for long-term success.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode