AI, Artificial stocks like NVIDIA, C3i, Amazon, AMD, Microsoft, Alphabet are overvalued short-term, but undervalued long-term.
Like every new technology, there are boom and busts. The world is currently going through the initial boom phase of AI.
NVIDIA, for example is three times the market capitalization it should have, based on rational intrinsic value calculations. NVIDIA is that much overvalued. Amazon is also grossly overvalued, even on cloud computing,
Alphabet, Microsoft less so.
No comments:
Post a Comment