Sean Myers, assistant professor of finance at the Wharton School, and Nicholas Colas, co-founder at DataTrek Research, join CNBC's 'The Exchange' to discuss Nvidia's valuation, how much weight to give P/E ratios, and more.
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I believe the discussion is around: Do you see who is the leader in GPUs, Semis etc 10 yrs out? Sure, I can see Nvidia leading for the next 3-5 yrs out, perhaps and anything outside of that is just speculation. There are going to be many new chips companies coming, Big Tech already realizing that they need to build their own chips vs relying on Nvidia etc. Not saying Nvidia won't be a competitor but important to consider these factors...
The market is dramatically bigger than Nvidia, alone, can supply. Mega caps, like AMZN, META, will eventually design their own chips. There's plenty of market demand to allow room for AMD's GPUs. Nvidia is the champ, and may remain so, but there's lots of room for others.
I would be very surprised if someone could supplant NVIDIA in the next decade. Jensen wouldn’t let that happen. Their ecosystem and vertical integration are unique and nobody is going to topple that for some unforeseen period of time.
☝️ plus NVDA’s customers are way more stable than CSCO’s. Most of CSCO customers had zero revenue. NVDA sells to countries and companies the size the countries
@@JimMcNutty Exactly.. this was the purpose to ask the questions, so that people know the difference. Is NVIDIA doing it better than CISCO? Has it solved the problems CISCO had back then? What were those problems, and how NVIDIA is overcoming them? Like one as you said, customers were not as strong, and not hte customers are the biggest companies in the world. Also, CISCO made routers, networking stuff etc. which is just cables and mechanical/Electrical devices. What NVIDIA is making is not easily possible to make. That is why Microsoft, Meta, Apple, Amazon, Intel, AMD, Google, everyone is trying to make their own super-computer, Chips, etc, but nobody is going to be as good as NVIDIA. It is the same as Apple's hardware (phones, laptops etc.) 100 companies are making them, but apple is the best.. still, when it is no longer a high-growth company.
The big red flag is not its high P/E, but the fact that it already has two big competitors that will undercut NVIDIA's prices to get a piece of market share, and likely many more will follow. At the end of the day, there is no reason to use NVIDIA's chips over anyone else's when they are all made by the same company and with the same silicon manufacturing process.
@@michelep9477 ok today maybe 47 Forward Earnings; But when the stock is gonna be 110$, hpw long do you think it is going to take before it reaches 500 again? This is what Nvidia stock does. Its PE was 200 and could go there again. It amhas checked all the boxes when it comes to profitability and growth
Hopefully nvidia has other markets in their sights. No one is talking about robots, factory automation, teaching robots etc. that potentially can be powered by nvidia or nvidia robots.
at lest these guys are thoughtful but understanding Nvidia/s innovation is what matters now , lets the numbers and study speak vs all this drivel we have to hear
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Hopefully nvidia has other markets in their sights. No one is talking about robots, factory automation, teaching robots etc. that potentially can be powered by nvidia or nvidia robots.
