Sooner or later we'll have to pull Facebook out of FAANG. Nvidia seems like a worthy replacement.
GNAAN - the G is silent
Nvidia is now a $1T company
41–50 of 124 posts
Re: Nvidia is now a $1T company
#42It makes me a bit sad to hear NVidia is that successful. I'm working with their Jetson SoM product line professionally and was suffering from their bad support on several occasions. I hoped that their bad support would translate into them falling back.
Re: Nvidia is now a $1T company
#43Speaking of trillion dollar companies, how is Apple the most valuable one? Their devices are dumb as bricks. Apple is do bad at AI that they can't even get autocorrect right on the iPhone. They are completely out of their element in the age of LLM's. Microsoft's business was bulletproof before investing in OpenAI but now it should be more valuable than Apple.
because they make so much money so much more than other companies
Re: Nvidia is now a $1T company
#44Wow, 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 capex heavy. They will see margin compression with higher interest rates, at least in perception - their most over intel is only their ability to efficiently deploy capital.
Re: Nvidia is now a $1T company
#45Earlier quoted context omitted.
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.
Well NVIDIA depends entirely on TSMC
Re: Nvidia is now a $1T company
#46Earlier quoted context omitted.
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.
Apple factories in India don’t lower their dependency on TSMC
Re: Nvidia is now a $1T company
#47Maybe someone can explain. Why hasn’t AMD come out invested $10 billion, poached the necessary engineers from Nvidia, Facebook etc and expanded into the AI space? How much of an advantage does nvidia have when it comes to cuda ?
cuda is the main advantage nvidia has over amd in this space. amd gpus are close enough to nvidia gpus these days that one should be able to buy either. except for the software support and community. so it makes it 10x harder to get something ML started on an amd GPU. so everyone ahs to buy nvidia
Re: Nvidia is now a $1T company
#48I would be that Nvidia is underpriced by the market. AI apps are still in the infancy and we are just gonna see more demand emerge.
Re: Nvidia is now a $1T company
#49Earlier quoted context omitted.
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…
Fabs get blown up in any Taiwan invasion by the losing side whoever it will be. The only way to win is not to play.
Re: Nvidia is now a $1T company
#50Earlier quoted context omitted.
Yeah, but it’s in Taiwan. The Geo political situation as such that people discount it’s future prospects
Are there betting odds anywhere for regime change/invasion of Taiwan? I would put it as ~1% per year right now, but perhaps other investors see it differently.
If you believe that Taiwan has a 1% chance of being invaded per year and that this event would remove your ownership then the long term value of purchasing this stock is negative