To me, it doesn't make more sense the price for the common stock for NVDA, a 66 p/e ratio for NVDA is anticipating them beating earnings handily for the next decade.
This is to think that AMD or any cloud provider wouldn't compute against them in this meantime.
But what really put me off, was their balance sheet, a slow town of roughly 18% in the output pace compared to the previous quarters is staggering. Which means they have at least 5 to 6 months of leading time before other vendor catch-up.
Enough for me, it was a fun ride since 2017.
