Rose Celine Investments 🌹(@realroseceline):There is an important subtlety here 19x $NVDA is not necessarily cheaper than 26x $GOOGL simply because 19 < 26. The market is saying it has more confidence in $GOOG normalized earnings 10 years from now than in $NVDA maintaining today’s margins, growth, economics a decade from now. Of course, nobody knows what either business will look like that far out, including the people running them. So don’t kill the messenger... 🌹

Rose Celine Investments 🌹@realroseceline

2026.09.23 19:40

There is an important subtlety here 19x $NVDA is not necessarily cheaper than 26x $GOOGL simply because 19 < 26. The market is saying it has more confidence in $GOOG normalized earnings 10 years from now than in $NVDA maintaining today’s margins, growth, economics a decade from now. Of course, nobody knows what either business will look like that far out, including the people running them. So don’t kill the messenger... 🌹

Patient Investor@patientinvestor

2026.09.23 15:11

Big Tech PE ratios: Apple $AAPL: 37x Amazon $AMZN: 27x Alphabet $GOOGL: 26x Microsoft $MSFT: 25x Meta $META: 22x Broadcom $AVGO: 21x Nvidia $NVDA: 19x

121

コミュニティへ転送