$79

来源: 2025-01-31 16:27:30 [旧帖] [给我悄悄话] 本文已被阅读:

"DEAN OF VALUATION" ASWATH DAMODARAN SAYS HIS NEW VALUATION FOR NVIDIA HAS FALLEN TO $79/SHARE, IMPLYING -36% OF DOWNSIDE 

He has sold half of his remaining Nvidia position & believes the AI hardware market will become "bifurcated" with lower cost, commoditized chips.