I suppose you follow the market and are aware of stocks price action. Nvidia has been quite an interesting company to watch recently, from all perspectives. On the one side, it struggled fundamentally throughout last year and the beginning of this one since the semi industry entered a down cycle. However, it reported results last Wednesday and guided for 11bn in revenue for the next quarter, implying a 52% sequential growth and way above they record revenue of 8.2bn in Q2 of 2022.
I think it's useful, but as everything. We only have to know how it's built and be careful with its usage. I think that, if we go in that line of thought, we'll find the PE useful yet not dangerous.
Thank you for your sharing your view! I believe the market is a continuum rotation of narratives, interesting that you brought that point. On the particular case, it could be, I do not know.
Really enjoyed this article!
Very glad to hear that my friend!
You don’t know till ya know
Absolutely. Simple yet profound
The point on PE ratio’s just built on earning estimates really hit home - how to better use this number?
I think it's useful, but as everything. We only have to know how it's built and be careful with its usage. I think that, if we go in that line of thought, we'll find the PE useful yet not dangerous.
great summary! this year has been a series of rotating narratives, and this feels like another one of them.
Thank you for your sharing your view! I believe the market is a continuum rotation of narratives, interesting that you brought that point. On the particular case, it could be, I do not know.