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

来源: 2024-08-29 16:58:27 [旧帖] [给我悄悄话] 本文已被阅读:

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