Here's Nvidia. The stock price is effectively unchanged since October of last year. 1 year, it's effectively unchanged. Their earnings have blown away consensus in a way that nobody could have expected, and what we've had is a complete crash in their PE, which is now down off next year's earnings to 15, and depending on where you go, if you take the higher area, it's probably closer to 10. That's what's happened is as they beat numbers, the stock's not reacting that
Here's Nvidia.
Acierto: 0 Fallo: 0 Abierta: 1
I think Nvidia's revenue could go 50 to 70% down.Abierta
Plazo: 2027-12-31
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