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GreatGazoo

(4,311 posts)

9. NVDA is at 53 while earnings grow 120% YoY

Reply to Dawson Leery (Reply #2)

Mon Nov 17, 2025, 04:40 PM

16 hrs ago

So in one year the current price should be equal to about 27 P/E.

AI is an arms race and though some, perhaps many, companies will not be among the winners it is hard to imagine a scenario where Nvidia is allowed to lose. Vertical integration is underway and Nvidia is getting baked in. The current bubble panic helps Nvidia because it cuts off emerging competitors before they can threaten Nvidia's CUDA dominance.

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Cheezoholic AndrewRN flamingdem

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Highlight:

Peter Thiel Is Reportedly Dumping Nvidia Stock Amid AI Bubble Jitters [View all] highplainsdem 19 hrs ago OP

He also dumped a large portion of his Tesla holdings Miguelito Loveless 19 hrs ago #1

P/E ratios above 30 are not sustainable. Dawson Leery 19 hrs ago #2

NVDA is at 53 while earnings grow 120% YoY GreatGazoo 16 hrs ago #9

I just looked at Fidelity. Gore1FL 11 hrs ago #10

Their stock price is at all time highs, so it is a good time to sell high IronLionZion 19 hrs ago #3

The reporting on this gets the timeline wrong. onenote 18 hrs ago #4

The timeline's clear from the article, since they're clear that what Thiel did was in the third quarter. But highplainsdem 17 hrs ago #5

The money managers who are behind the s&p are attempting to create fear flamingdem 8 hrs ago #11

Good catch GreatGazoo 16 hrs ago #7

I agree. I'm an NVDA bull myself flamingdem 8 hrs ago #12

Peter Thiel needs to go away - quickly. Marie Marie 17 hrs ago #6

Would love to see him lose his ass orangecrush 16 hrs ago #8