As far as I am concerned, NVIDIA Inc, the graphics processing units or chips manufacturer, has an intrinsic value of 310 billion USD.
This compares to NVIDIA's current market capitalisation of 526 billion USD, which only in November last year 2021 was around 800 billion USD.
Yes, artificial intelligence or AI and cloud computing is the future and NIVIDA is a frontrunner with its computer chips in both AI and the cloud, but the current environment of tumultuous political times, inflation, higher prospective interest rates levels simply does not substantiate a higher value for NVIDIA, in my humble opinion.
Another factor for that is the falling revenue and net profit margin percentage for the last reporting quarter by NVIDIA.
No comments:
Post a Comment