NVDA was very cyclical in the past but is a completely different business now. It looks rather cheap on earnings multiples, but an unspecified factor represents a serious competitive threat in the long run.
He framed it in years
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The Acquirers PodcastPublished Oct 15 · 1 passage
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I mean, even Nvidia was very cyclical in the past. It was. I mean, it's a completely different business now. So I think if you look at Nvidia from a profitability multiple perspective, it looks rather cheap again in terms of the earnings side.
But I think this represents a serious competitive threat in the long run.
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