Kanał Społeczność
RB
Ralphie Barlow
@ralphiebarlow · 6 cze

S&P Global Ratings upgraded Nvidia's $NVDA rating to 'A+' from 'A' with the expectation that the chipmaker will be able to generate stronger growth over the next few years.

Nvidia is considered a "major beneficiary of rapid investment in generative artificial intelligence (AI) from cloud service providers and enterprises."

' The new rating reflects a complete solution from silicon to systems to software, which we believe represents a major competitive advantage in the medium term."

What do you, and Nvidia, hold steady?

Osobista opinia członka społeczności, nie rekomendacja inwestycyjna. Zasady społeczności

BG
Barrett Gardener @justbarrett 6 cze

He may very well keep going, but jumping in at the moment doesn't seem sensible to me anymore.

RR
Rickie Reeve @rickiereeve 6 cze

The valuation is completely meaningless according to the numbers. This is probably going to make a few investors unhappy.

RB
Ralphie Barlow @ralphiebarlow 6 cze

It is, but that doesn't mean they can't continue to grow.

BC
Bill Combs @billcombs 6 cze

I don't own shares of $NVDA, so I just follow the stock.

RB
Ralphie Barlow @ralphiebarlow 6 cze

Too much wilderness for me 😄

NG
Nikolas Gabriels @nikgab 6 cze

The trend may continue, as may the rise in Nvda's share price thanks to AI. But I don't want to be there when it pops, so I'm not holding.

RB
Ralphie Barlow @ralphiebarlow 6 cze

But what if that valuation starts to make sense in light of new products and technologies that are gradually being monetized?

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