u/Muted_Frosting4684 ·
Reddit — r/StockMarket
· August 14, 2026 at 04:29
· ⬆ 27 pts
· 💬 30 comments
| View on Reddit ↗
No analysis available.
Score27
Comments30
Upvote %67%
▶ Full Post Text
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 :)