Ok, it's time to discuss NVIDIA. Finally.
Future is still so bright for NVIDIA!
Thanks for a detailed overview! The best as always!
👏I appreciate that you took time to describe the moat. It often goes unappreciated.
"Automotive clients include Tesla, Mercedes-Benz, and Audi, using NVIDIA's DRIVE platform for autonomous vehicles."
Toyota too. Looking forward to my self driving Lexus!
Thanks for your addition 🙌
I disagree. My fair value for Nvidia (conservative scenario) is 111
Did you use the reverse DCF method? What were your parameters?
Revenue growth: 4, capEx growth: 2, FCFF analysis
Wow, great info and analysis. Thanks so much for taking the time and offering all this.
Thanks, Joel, for your comment 🙌
Future is still so bright for NVIDIA!
Thanks for a detailed overview! The best as always!
👏I appreciate that you took time to describe the moat. It often goes unappreciated.
"Automotive clients include Tesla, Mercedes-Benz, and Audi, using NVIDIA's DRIVE platform for autonomous vehicles."
Toyota too. Looking forward to my self driving Lexus!
Thanks for your addition 🙌
I disagree. My fair value for Nvidia (conservative scenario) is 111
Did you use the reverse DCF method? What were your parameters?
Revenue growth: 4, capEx growth: 2, FCFF analysis
Wow, great info and analysis. Thanks so much for taking the time and offering all this.
Thanks, Joel, for your comment 🙌