Zortix
Sign in
NVDAMIXEDIn depth · 4/5

NVIDIA's size caps its valuation multiple

The thesis presented was that NVIDIA's massive earnings growth and market cap create a 'size problem' that rationally limits its forward P/E multiple expansion.

Sign in to read the full idea

The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
NVDA: NVIDIA's size caps its valuation multiple · Zortix