Pierre Ferragu
@p_ferragu
Commenting on technology - no investment advice. Proud producer of
加入 April 2018
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Who knows a business growing 70% below 10x EPS? Nvidia guided FY28 up 70% i.e. 15% sequential growth until 4FQ28, i.e. 1FQ29 at $ 1tn revenue run rate, $25 EPS. The stock is trading just above $200. $NVDA
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