as you are assuming 2025-2029 growth rate will continue in the future, unless you do think so.
I think the PE of 32 and 50 is a bit high for 2029
所有跟帖:
•
Yeah, EV only PE could be at risk if TSAL growth slow
-三心三意-
♂
(388 bytes)
()
11/04/2024 postreply
07:35:19
•
I am ok with PEG, the RoboTaxi growth is doable after 2029
-aloevera-
♀
(124 bytes)
()
11/04/2024 postreply
09:18:16
•
Actually, forward NVDA growth is slowing down dramatically
-三心三意-
♂
(94 bytes)
()
11/04/2024 postreply
11:48:39
•
I remember your model assumes about 52% growth, while mine
-aloevera-
♀
(178 bytes)
()
11/04/2024 postreply
14:50:35
•
NVDA growth in 2025 still very good. Risky after 2025
-三心三意-
♂
(0 bytes)
()
11/04/2024 postreply
20:41:00