Nvidia And The Law Of Large Numbers
Portfolio Pulse from
Nvidia's growth is slowing, with declining margins and underperformance against the S&P 500 over the past 8 months. Its high valuation requires substantial growth, but competition from Apple, Intel, and Amazon poses significant threats.
February 27, 2025 | 11:45 pm
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Nvidia's growth is slowing, with declining margins and underperformance against the S&P 500 over the past 8 months. Its high valuation requires substantial growth, but competition from Apple, Intel, and Amazon poses significant threats.
Nvidia's high P/E ratio indicates that the market expects high growth, but the company's slowing growth and increased competition from major players like Apple, Intel, and Amazon could negatively impact its stock price in the short term.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100