bought at "ATH" early this year, continue to buy dips through out the year, 120% gain. Dun understand why people keeping saying nvda is expensive, everytime i look at amd, make me feel nvda is a bargain for its growth rate n market share
100%... but it looks attractive because of the growth and profit margin. Market has doubt on the runway of the growth. Once growth slowdown the profit margin would also be affected due to operating leverage
@@BoonTeelooking long terms, nvidia is not just selling ai chips, they r the major player in replacement of traditional cpu based servers to gpu based (parallel computing), more energy to performance efficiency and scalability. That's trillions dollar roadmap.
Thanks for sharing. I think one useful thought exercise would be to think through what would lead to a drop in demand from hyperscalers for Nvidia chips - would this mean a broader slowdown to the overall AI growth?
@ thanks, how do we get more visibility on the end user demand of Nvda chips? Earnings calls or commentaries of the CEOs of the hyperscalers themselves?
bought at "ATH" early this year, continue to buy dips through out the year, 120% gain. Dun understand why people keeping saying nvda is expensive, everytime i look at amd, make me feel nvda is a bargain for its growth rate n market share
100%... but it looks attractive because of the growth and profit margin. Market has doubt on the runway of the growth. Once growth slowdown the profit margin would also be affected due to operating leverage
@@BoonTeelooking long terms, nvidia is not just selling ai chips, they r the major player in replacement of traditional cpu based servers to gpu based (parallel computing), more energy to performance efficiency and scalability. That's trillions dollar roadmap.
Thanks for sharing
thanks for watching
Thanks for sharing. I think one useful thought exercise would be to think through what would lead to a drop in demand from hyperscalers for Nvidia chips - would this mean a broader slowdown to the overall AI growth?
it could happen if there is change in expectation in terms of how big is the end user demand of AI
@ thanks, how do we get more visibility on the end user demand of Nvda chips? Earnings calls or commentaries of the CEOs of the hyperscalers themselves?
Maybe if we can see more actual use cases of AI, not just LLMs.
@@plantedtrees4193 yes, we can observe use cases around us. For example, I have seen more companies incorporate LLM in their customer support page