Anticipating a reversal in AI/semiconductors

Why do I think NVDA growth has been doing well? Because of my personal experience. I took a position in the stock some 5 years ago. Five years ago the revenues for the trailing four quarters were $9.6 billion. Now the last four quarters totaled $25.8 billion, somewhere between a double and a triple. That is a growth rate north of 20% – maybe not Saul territory, but certainly “doing well”.

DB2

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