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| Just using gaap earnings per share from q1, if earnings growth totally stops, the pe would be 55. Share price could get cut in half if growth stop for 3 quarters. I think it would take actual earnings decreases to get to your targets. I agree things seem a bit frothy and this AI investment thesis is getting a bit ahead of itself. This doesn't have bubble valuation though. 18% annual earnings growth with 55 pe is not out of line. Biggest risks I see to NVDA are competition finally catching up, their sheer size, and AI overhype leading to cancellation of orders.
Edited by reformedbanker 6/16/2024 06:45
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Tsla
