AL
Alphabet
Community Contributor
Member since 2025
Views5Total number of views
Followers0Total number of followers
Comments0Total number of comments
No bio added yet
No link added
NVIDIA's Rapid Rise Will Fade Amidst Slowing Revenue Growth and Weakening Profit Margins
Alphabet's (GOOG) Ironwood TPUs will weaken Nvidia's (NVDA) moat as a strong competitor, they will take lots of potential revenue and their profit margins will shrink. I expect them to have strong short term performance although from a long term perspective I am bearish on this stock.Read more
3
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AL
US$114.03
66.5% overvalued intrinsic discount
Alphabet's Fair Value
Revenue
12% p.a.
Profit Margin
41%
Future PE
33x
Price in 2030
US$187.44