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Disclaimer: The blog posts and comments on this blog and posts on social networks are not investment recommendation, are provided solely for informational purposes, and do not constitute an offer or solicitation to buy or sell any securities. The opinions expressed on the blog are Petar Posledovich's. Petar Posledovich does not guarantee the accuracy of the information presented on this blog and social networks. The information presented is "as is". The blog is stocks analysis and valuation, Bitcoin, Cryptocurrencies, Artificial Intelligence, AI, deep-learning focused. Independent, unbiased AI insights. Petar Vladimirov Posledovich is not liable for any investment losses incurred by reading and interpreting blog posts on this blog and posts on social networks. Conflicts of interest: I may possess some of the securities, currencies or their derivatives mentioned in the blog post and posts on social networks! The blog is property of Wolfteam Ltd. www.wolfteamedge.com Respectfully yours, Petar Posledovich

Monday, August 12, 2024

NVIDIA Valuation. Three AI Scenarios


In the negative scenario for AI, the poster stock of AI's market capitalization could fall to 700 billion USD from the current 2.69 trillion USD market capitalization. In a negative scenario, AI will change our world and the global economy, but figuratively speaking to the tune of only 20 % of what Wall Street equity research analysts, investors and technologists are currently extrapolating.

In the neutral scenario, where AI changes the economy to 50 % of what people are expecting, the current 2.69 trillion USD of NVIDIA market capitalization could prove a good pivot point where NVIDIA's intrinsic worth lies.

In the positive scenario where artificial intelligence, AI lives to 100 % or even 120 % of market expectations, NVIDIA's intrinsic worth could prove around 8 trillion USD. In such an optimistic scenario AI will profoundly change the way we work, live, study, communicate etc.

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