• @Bitswap
    link
    818 days ago

    Tesla is insanely overvalued…p/e >100 with fake product launches, delay after delay of new models. Technology not meeting their own metrics.

    Nvidia p/e is only 65 and they keep breaking records of yoy growth.

    Apple p/e is 35. Microsoft p/e is 35.

    Cisco p/e at height of dotcom crash (which many people like to compare nvidia to) was >200.

    Major CSPs are locked in a race to get AGI. Spending is not going to slow…