Nice breakdown. The main sorry for me with NVDA is I think it’ll be fairly impossible to maintain 70% margins. Combine that with inevitable slowing of growth and you’ve got a stock where perhaps the big money has already been made.
You make a great point! Maintaining 70%+ margins in the long run will be challenging. PEG is definitely a bright spot—curious to see how the market adjusts expectations over the next few quarters. Thanks for your insight! 🚀
Nice breakdown. The main sorry for me with NVDA is I think it’ll be fairly impossible to maintain 70% margins. Combine that with inevitable slowing of growth and you’ve got a stock where perhaps the big money has already been made.
Nice PEG though.
You make a great point! Maintaining 70%+ margins in the long run will be challenging. PEG is definitely a bright spot—curious to see how the market adjusts expectations over the next few quarters. Thanks for your insight! 🚀