Are Nvidia stocks fairly priced?
06/12/2023 •
No — The majority of comments suggest that Nvidia stocks are overpriced due to high expectations for future growth, despite acknowledging Nvidia's position as a market leader in AI technology.
Stats
| 74% | 255 | |
| 15% | 52 | |
| 4% | 15 | Mastodon |
| 4% | 14 | 4Chan |
| 3% | 10 | Hacker News |
| 38% | Negative |
| 35% | Neutral |
| 27% | Positive |
| 73% | 😃 Joy |
| 13% | 😡 Anger |
| 10% | 😱 Fear |
| 4% | 😢 Sadness |
| 0% | 🥰 Love |
| 0% | 😯 Surprise |
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😱
Story
- There are diverse opinions regarding Nvidia's stock valuation, with some asserting the company is overpriced, others believing the stock is expensive but could still make sense to buy if an expansion is anticipated soon, while others regard the stock as fairly priced due to Nvidia's market leadership and innovation.
- People have varying perspectives on the influence of the AI hype on Nvidia's stock prices, with some arguing it has pulled forward demand, and others arguing the hype is justified given Nvidia's strong position in AI and data centers.
- Opinions on potential future returns of Nvidia's stock at its current valuation are diverse, with some suggesting that the potential future returns are meagre at best and disastrous at worst, and others seeing the valuation as reasonable given the potential future earnings in the AI market.
- The valuation of Nvidia's stocks is believed to be influenced by various factors including the company's growth potential, the pricing power of their products, and macroeconomic factors such as chip shortages and the COVID-19 pandemic.
- There's a general consensus that Nvidia is a market leader in AI technology, however, there's skepticism about the company's ability to maintain its lead amidst increasing competition and evolving market.
- Nvidia's unprecedented growth is thought to be due to factors like their presence in the data center segment, and computation for AI training which is in high demand.
- Opinions are divided on whether Nvidia's recent surge in stock price is indicative of overvaluation, with some believing it's justified due to their consistent positive growth and the increasing demand for their shares.
- Nvidia's fundamentals are a point of contention, with some arguing that they do not justify the current valuation, and others believing that the company has a strong underlying business which makes its valuation reasonable.
- Nvidia's position as a market leader in innovation is supported by their superior performance and efficiency in the gaming, data center, and AI sectors, as well as their industry-standard software platforms such as CUDA and TensorRT.
- Comparisons are made with other companies in terms of AI stocks, with companies like Microsoft, Google, Amazon, IBM, Salesforce, Taiwan Semiconductor Manufacturing Co Ltd, Meta Platforms Inc, ASML Holding NV, SAP SE, Relx PLC, Baidu Inc, and Arista Networks Inc being mentioned.