https://youtu.be/2J_IGuA-IdY?si=uTptx9R-HMhjD9LH&t=1200
Worth listening to the entire podcast but this is a snip where he speaks about AI valuations. Somewhere in that podcast he brings up the fact that Costco is trading at double future earnings to NVIDIA, let that sink in.....
English is not my first language, so let me make sure I understand: with this sentence you are suggesting that NVIDIA is undervalued, correct?
reply
In my opinion NVIDIA has better prospects at future growth than Costco, but the market hasn't priced it that way.
https://youtu.be/2J_IGuA-IdY?si=uTptx9R-HMhjD9LH&t=1200
Worth listening to the entire podcast but this is a snip where he speaks about AI valuations. Somewhere in that podcast he brings up the fact that Costco is trading at double future earnings to NVIDIA, let that sink in.....