NVDA要么太贵，要么太难预测：在4万亿美元市值和3000亿美元年利润的情况下，说话者无法预测股东何时能收回这4万亿美元——可能是五年内、20年内，也可能永远收不回。
逐段跳播
比如看Nvidia这样的公司，Nvidia目前的市值，就说，我不完全掌握最新情况，但姑且说市值是4万亿美元。那么我的问题是：他们需要多少年才能产生出40亿美元、并且如果他们愿意的话可以回馈给股东？
是4万亿美元，抱歉。再假设Nvidia一年赚3000亿，不，3000亿美元，好吗？那么问题就来了：增长率是多少？对吧？所以对我来说，Nvidia要么太贵，要么太难预测。因为我无法预测那4万亿什么时候能收回来。
可能是六年或者……七年。也许它每年翻一倍之类的，五年内就收回来。也可能要花20年。也可能永远收不回来，对吧？
Um, if I look at a company like Nvidia, for example, Nvidia currently has, let 's say, I'm not entirely up to date, but let's say, a market value of 4 trillion dollars. So the question I have is: in how many years will they generate 4 billion dollars that they can send to the shareholders, if they want to?
4 trillion dollars, sorry. And let's say Nvidia earns 300 million, 300 billion a year, okay? Then the question arises: what is the growth rate? Right? So for me, Nvidia is either too expensive or too difficult to predict.
Because I cannot predict when that 4 trillion will come back. It would be in six or...seven years. Maybe it doubles every year or something, and comes back within five years . Or it could take 20 years. It can never come back, right?