Using this model, I calculated NVDA's price to be 105

來源: 三心三意 於 2024-08-29 16:58:27 [] [舊帖] [給我悄悄話] 閱讀數 : (273 bytes)

Assume they only grow revenue by 7% quarter over quarter, for a 30% YoY growth, and growth margin drops down to 70%, and PE only 28.

I consider this as absolute worst case, and if NVDA drops below 105, will sell my REIT and buy more

 

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