Press Space to continue
Finding signal on Twitter is more difficult than it used to be. We curate the best tweets on topics like AI, startups, and product development every weekday so you can focus on what matters.
Press Space to continue
Press Space to continue
$NVDA is becoming more and more undervalued, and the competitive threat from TPU and Trainium are red herrings, says @firstadopter. "The stock is almost as cheap as it's ever been. It's trading at 19x forward P/E. That's below the S&P 500, which is growing at like 10%. Nvidia's growing at 80%." "The numbers that people put out there for the competition is a rounding error. It's a low-single-digit number compared to what Nvidia's going to grow over the next few years." "What people keep…