what's your Best AI stock recommendations? - Page 2 - Business, Finances and Investing Forum

Lisa Su is calling for a 400 billion total addressable market for accelerated computing in 2027.

Conservatively, assuming that NVidia gets 60 percent of that, their market share is currently 80 percent, you are talking about 240 billion dollars in revenue for NVidia in 2027, with 74 percent gross margins.

NVidia is not a sell, until it hits at least 3 trillion dollars in market cap.

https://www.youtube.com/watch?v=oO1HdZ2uHQY&t=68s

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03-01-2024 , 02:45 AM

#29

nedprz

grinder

Join Date: Mar 2013 Posts: 445

GOOG

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03-01-2024 , 08:09 AM

#30

Maximus122

adept

Join Date: Jul 2013 Posts: 893

Google is in trouble.

It looks like it is going to be disrupted by AI.

The next BlockBuster Video.

It's stock looks like it is about to roll over and crash.

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03-01-2024 , 08:50 AM

#31

Maximus122

adept

Join Date: Jul 2013 Posts: 893

ChatBots provided by Open AI, Perplexity, Meta, I'd imagine Samsung, Apple, Huawei etc will have their own chatbots, are going to take share from Google search, which is where 80 percent of Googles profits come from.

Also search is about to become a lower margin business.

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