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NVDA is up 200% YTD and was already massively overvalued at the start of the year.

Others do seem to be backing off, but there is still definitely a lot of way overvalued tech out there.



NVDA forward PE is 42.48, which isn't super crazy relative to other big tech companies (MSFT over 30). I suspect ARM's forward PE is double that ratio (>80).

If NVDA's forward projections are correct, and they can maintain that same growth, then there is still room for upside. Personally, I'm not playing this game of musical chairs because I don't think these valuations are sustainable, but as they say, the market can stay irrational longer than you can stay solvent, so shorting is a terrible idea.


Pricing stocks today at what a company might be worth in 10 years is pretty much fairies and unicorns.

Other sectors do not price in the way tech does.




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