Nvidia is now a $1T company • Hacker News Board

Re: Nvidia is now a $1T company

#11

Post by londons_explore » Tue, May 30, 2023, 2:42 PM UTC

alberth wrote: post #5

Wow, 213x P/E ratio. To put this into context with other large tech companies: P/E MARKET CAP Salesforce 1,036x $0.2T AMD 519x $0.2T NVIDIA 213x $1.0T Amazon 293x $1.25T Microsoft 35x $2.4T Meta/FB 33x $0.7T Apple 30x $2.7T Google 27x $1.5T TSMC 16x $0.4T Samsung 10x $0.3T EDIT: "P/E" ratio is the Market Cap "Price" / Earnings the company generates. E.g. Samsung is generating $30B in earnings (not revenue, earnings),…

TSMC seems real low for a company with a 100% share of the high performance chips market, with a really high moat, and lots of hype that chipmaking will be getting lots of government investment and lots of demand with AI wanting massive amounts more compute...

Re: Nvidia is now a $1T company

#12

Post by mgh2 » Tue, May 30, 2023, 2:42 PM UTC

malpanim wrote: post #9

alberth wrote: post #5

Wow, 213x P/E ratio. To put this into context with other large tech companies: P/E MARKET CAP Salesforce 1,036x $0.2T AMD 519x $0.2T NVIDIA 213x $1.0T Amazon 293x $1.25T Microsoft 35x $2.4T Meta/FB 33x $0.7T Apple 30x $2.7T Google 27x $1.5T TSMC 16x $0.4T Samsung 10x $0.3T EDIT: "P/E" ratio is the Market Cap "Price" / Earnings the company generates. E.g. Samsung is generating $30B in earnings (not revenue, earnings),…

Why TSMC is having such a low PE. Aren't they are the one producing all these chips other than Intel?

Ppl are so easily manipulated by media and hype. TSMC has low margins and probably bc they are not involved in the application side

Re: Nvidia is now a $1T company

#13

Post by boeingUH60 » Tue, May 30, 2023, 2:44 PM UTC

sdfghswe wrote: post #7

EscapeFromNY wrote: post #6

Sooner or later we'll have to pull Facebook out of FAANG. Nvidia seems like a worthy replacement.

NAANG GNANA ANGNA

GANNA

Re: Nvidia is now a $1T company

#14

Post by endisneigh » Tue, May 30, 2023, 2:45 PM UTC

the fact that NVDA has a larger market cap than basically all other chip manufacturers combined is hilarious. big TSLA energy here

Re: Nvidia is now a $1T company

#15

Post by dghlsakjg » Tue, May 30, 2023, 2:46 PM UTC

malpanim wrote: post #9

alberth wrote: post #5

Wow, 213x P/E ratio. To put this into context with other large tech companies: P/E MARKET CAP Salesforce 1,036x $0.2T AMD 519x $0.2T NVIDIA 213x $1.0T Amazon 293x $1.25T Microsoft 35x $2.4T Meta/FB 33x $0.7T Apple 30x $2.7T Google 27x $1.5T TSMC 16x $0.4T Samsung 10x $0.3T EDIT: "P/E" ratio is the Market Cap "Price" / Earnings the company generates. E.g. Samsung is generating $30B in earnings (not revenue, earnings),…

Why TSMC is having such a low PE. Aren't they are the one producing all these chips other than Intel?

The very real possibility of them being the prize in a war between superpowers has to figure into that price…

Re: Nvidia is now a $1T company

#16

Post by colordrops » Tue, May 30, 2023, 2:46 PM UTC

malpanim wrote: post #9

alberth wrote: post #5

Wow, 213x P/E ratio. To put this into context with other large tech companies: P/E MARKET CAP Salesforce 1,036x $0.2T AMD 519x $0.2T NVIDIA 213x $1.0T Amazon 293x $1.25T Microsoft 35x $2.4T Meta/FB 33x $0.7T Apple 30x $2.7T Google 27x $1.5T TSMC 16x $0.4T Samsung 10x $0.3T EDIT: "P/E" ratio is the Market Cap "Price" / Earnings the company generates. E.g. Samsung is generating $30B in earnings (not revenue, earnings),…

Why TSMC is having such a low PE. Aren't they are the one producing all these chips other than Intel?

People are worried about them being located in Taiwan? Otherwise I would have dumped a lot of money into them.

Re: Nvidia is now a $1T company

#17

Post by flak48 » Tue, May 30, 2023, 2:46 PM UTC

EscapeFromNY wrote: post #6

Sooner or later we'll have to pull Facebook out of FAANG. Nvidia seems like a worthy replacement.

NANGA

Re: Nvidia is now a $1T company

#18

Post by paddw » Tue, May 30, 2023, 2:46 PM UTC

malpanim wrote: post #9

alberth wrote: post #5

Wow, 213x P/E ratio. To put this into context with other large tech companies: P/E MARKET CAP Salesforce 1,036x $0.2T AMD 519x $0.2T NVIDIA 213x $1.0T Amazon 293x $1.25T Microsoft 35x $2.4T Meta/FB 33x $0.7T Apple 30x $2.7T Google 27x $1.5T TSMC 16x $0.4T Samsung 10x $0.3T EDIT: "P/E" ratio is the Market Cap "Price" / Earnings the company generates. E.g. Samsung is generating $30B in earnings (not revenue, earnings),…

Why TSMC is having such a low PE. Aren't they are the one producing all these chips other than Intel?

Lots of geopolitical risk

Re: Nvidia is now a $1T company

#19

Post by dvhedvsa » Tue, May 30, 2023, 2:46 PM UTC

londons_explore wrote: post #11

alberth wrote: post #5

Wow, 213x P/E ratio. To put this into context with other large tech companies: P/E MARKET CAP Salesforce 1,036x $0.2T AMD 519x $0.2T NVIDIA 213x $1.0T Amazon 293x $1.25T Microsoft 35x $2.4T Meta/FB 33x $0.7T Apple 30x $2.7T Google 27x $1.5T TSMC 16x $0.4T Samsung 10x $0.3T EDIT: "P/E" ratio is the Market Cap "Price" / Earnings the company generates. E.g. Samsung is generating $30B in earnings (not revenue, earnings),…

TSMC seems real low for a company with a 100% share of the high performance chips market, with a really high moat, and lots of hype that chipmaking will be getting lots of government investment and lots of demand with AI wanting massive amounts more compute...

Yeah, but it’s in Taiwan. The Geo political situation as such that people discount it’s future prospects

Re: Nvidia is now a $1T company

#20

Post by nixcraft » Tue, May 30, 2023, 2:48 PM UTC

londons_explore wrote: post #11

alberth wrote: post #5

Wow, 213x P/E ratio. To put this into context with other large tech companies: P/E MARKET CAP Salesforce 1,036x $0.2T AMD 519x $0.2T NVIDIA 213x $1.0T Amazon 293x $1.25T Microsoft 35x $2.4T Meta/FB 33x $0.7T Apple 30x $2.7T Google 27x $1.5T TSMC 16x $0.4T Samsung 10x $0.3T EDIT: "P/E" ratio is the Market Cap "Price" / Earnings the company generates. E.g. Samsung is generating $30B in earnings (not revenue, earnings),…

TSMC seems real low for a company with a 100% share of the high performance chips market, with a really high moat, and lots of hype that chipmaking will be getting lots of government investment and lots of demand with AI wanting massive amounts more compute...

TSMC is at risk due to geopolitical tensions, particularly between China and the USA. These risks led to Warren Buffett's Berkshire Hathaway selling its stake in TSMC. Investors are worried about that. That s my best guess. Apple also opened three factories in India and other places to mitigate this risk.