Nvidia (NVDA)

Coin Bureau

@coinbureau

“options prices potentially say that we could see swings in terms of 10 to 10% up or down when it comes to the actual earnings in in video stock”

Joseph Carlson

@josephcarlsonshow

“maybe Nvidia will continue to trade upwards with Incredible demand especially in the short term but over the next 3 to 5 years I have to look at this from the perspective of a value investor with the fundamentals the valuation and the future growth prospects of the company and right now I see a lot of reasons to be a little bit concerned about this company more than to be extremely bullish on it”

Joseph Carlson

@josephcarlsonshow

“maybe the PE Ratio could go to 60 or 70 maybe the price to sales could go to 50 but overall I see far more downside with their multiples than upside”

Joseph Carlson

@josephcarlsonshow

“Nvidia currently has a 54 PE ratio and a 40 price to sales this is a pretty high valuation and if I'm looking at this stock right now I think there's far more chance that it's going to have mult mple compression over the next 5 years than multiple expansion”

Joseph Carlson

@josephcarlsonshow

“if I have to take a guess here with margins at 65% for something that every company is now trying to build out because of how profitable it is I think the margins are more likely to go down over the next 3 years years than up”

Joseph Carlson

@josephcarlsonshow

“the earnings per share has gone up 631 per over the past year it is impossible for NVIDIA to keep these earnings growth rates up it is going to decelerate dramatically over the next year”