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I know the P/E isn't completely nuts.

It still prices in revenue growth.

It is possible that nv maintains an absolutely dominant market position and total amount spent on GPUs continues to rise.

It's also possible that either of these things doesn't happen.

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Yes, but the first mover advantage really is a thing. As an example, Yahoo really had to mess up to lose its spot to Google, but they were up to the challenge.

That doesn't really have anything to do with what I said.

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