Jin Kang(@TheJinKang):Current market feels like last year’s Deepseek moment. Lots of FUD + anxiety that seems warranted but unsubstantiated. E.g $NVDA is trading at 15-20x 2027 EPS (depends on your estimates) while $CAVA trades at 100x?! And we have a “slowly growing” cash cow $ZM trading at ~13x 2027 EPS

Jin Kang

@TheJinKang

Learning how to think | @princeton

Joined June 2021

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Jin Kang@TheJinKang

2026.02.27 02:21

Current market feels like last year’s Deepseek moment. Lots of FUD + anxiety that seems warranted but unsubstantiated. E.g $NVDA is trading at 15-20x 2027 EPS (depends on your estimates) while $CAVA trades at 100x?! And we have a “slowly growing” cash cow $ZM trading at ~13x 2027 EPS