u/Muted_Frosting4684 ·
Reddit — r/StockMarket
· 2026년 8월 14일, 04:29
· ⬆ 27 포인트
· 💬 30 개 댓글
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Can’t directly paste the link here so I’m just gonna attach the photos. But it sounds like they’re saying that the bear case is that hyperscalers do genuinely see a demand for higher cloud compute, but that’s only because more datacenters don’t exist yet.
But NVDA trades on forward P/E and if hyperscalers have overcommitted on data centers than those forward numbers are incorrect and this will be the peak for NVDA.
What do you guys think? He wrote a really long post and I know OP posts here too. Please feel free to comment Calcus Cal :)