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NVDA has an exceptionally reasonable P/E ratio and is a great pick on fundamentals alone. The tariffs are not going to make other graphics cards + their software 2x better.

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pure cope. Hyperscalers already have a ton of gpus who just got 90% more efficient. They will absolutely reduce spend especially once the tariffs hit lol

from non-investor perspective it's a long awaited sign of eventual profitability in the money pit and 10x sales potential. Not trying to debunk you, to me it's just proof as to how unrelated tech and market worlds are

except that deepseek r1 isnt a gigantic leap in terms of actual intelligence. These models still have questionable use, I have no doubt that more people will want to use them now but its not going to compensate for how much more efficient they are now. Not even close.

Do you think that the data centers which have already been built are sitting idle, and that's why people are tripping over themselves to spin up new ones?

It's an objective fact that many people find these things useful. Whether or not they're willing to PAY is another issue.

I mean nobody can pretend that this level of investment will continue forever, but even before the LLM hype NVIDIA was printing cash.

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