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digitcatphd
8mo ago
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What do you think is going to happen to their earnings when CAPEX slows?
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xadhominemx
8mo ago
Their earnings will certainly decline or at least decelerate if capex slows. I’m just saying, if the market wasn’t pricing in a slowdown, NVDA would be trading at 40-60x next year EPS, not 25x.
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