00:00 Speaker a
Now, with NVIDIA’s books on its revenue, we do see investors’ shared view of NVIDIA alone and the large-scale technology sector, which is a manifestation of the huge seven. This prompted me to look at what we’re seeing in terms of the forward price-income ratio. What is the valuation of giant technology transactions now? It is worth noting that this year did see NVIDIA, especially in its valuation. This is something many investors point out, and is now more comparable to those of the same age as Mag 7. Although there seems to be a lot of scatter now, as I will show you later, there isn’t much space between the Mag 7 names. In particular, when it comes to NVIDIA, we spoke with CFRA’s Angelo Zeno yesterday to reflect Nvidia’s revenue, who marked the current valuation that looks more attractive now.
02:16 Angelo Zino
I think everything we’ve seen here over the last two years can expect anything, and I think that’s totally OK because when you look at Nvidia’s multiples today, it’s far less than what we’ve seen in recent memory.
02:41 Speaker a
So, in other words, what he said is that even if we don’t see the growth species we used to be Nvidia, it’s still high, but it’s not as high as it is. That’s OK, because you’re not paying as much for stocks. Now, to get more fine-grained here, I want to see the exact numbers of PE estimated by these companies here. Now you can see Nvidia at 31, which is comparable to most of your accomplices. Currently, the letters are priced at 18 years old. Then you have Meta 25, Apple 28, Microsoft 30, Nvidia 31, and Amazon. Of course, the outlier here is Tesla. That’s why we didn’t put it on another chart because it would tilt the entire chart because its price-benefit is much higher than the other charts on both trailing and forwarding. This is one of the reasons why some bears do not belong to the stock. But, it’s interesting that now we’re in the middle of the money-making season, which is the current landscape.
