Top 10 Influencers in 2024When I wrote this, $NVIDIA(NVDA.US) was around $125, and now it's at $186, up 49%:
(I'm relatively optimistic about the stock prices of the AI industry from this year to next, including the 'King of AI' Nvidia. However, Nvidia's further rapid growth increasingly depends on the performance of downstream AI service providers and enterprises. Once it loses support from downstream companies, Nvidia, at its current high valuation, may face stronger risk of a pullback.
From a valuation perspective, Nvidia is already at its peak, while other AI service providers are still at the bottom. With the AI wave having started nearly two years ago, if you had to pick stocks again now, who would you buy?)
If you had to choose again, who would you buy? Also, the one-year vote is about to expire, so we'll soon see if you picked the right 'King of AI' back then.
Ask again after 2 years: Which AI company should we invest in?
Introduction: For every dollar AI companies give to NVIDIA, they should earn more than $6 in profit through NVIDIA's products. If the market finds that this is not achievable, guess who will fall first? Who will fall harder? If it is proven achievable, from the current price perspective, who will rise more? Consistent with the April forecast, $NVIDIA(NVDA.US) broke through the $3 trillion mark at an extremely fast pace and once became the world's most valuable company. Although the path to the throne is currently hindered, from my perspective...
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