Nvidia Part III: The Dawn of the AI Era (2022-2023)

9429.113 - 9453.851 Ben Gilbert

Yep, that's definitely one too. My last one is a bear case, but it ends up not being a bear case. For most companies, I would say that if they were trading at this very high multiple and they just experienced this tremendous real growth in revenue and operating profit, that that sort of spike to the system when it goes away will irreparably harm the company when things slow down.