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EC SD | Well to use that analogy, suppose the big pickup makers found a way to make them do what they do today, but on half the fuel per mile, because of a breakthrough in engine controls. Sales would soar, and the truck makers would make handsome profits while customers get much cheaper transportation than ever before. But NVDA is not the truck maker in this analogy, they are a supplier to the truck makers (META, MSFT, etc). The engine controls maker, for instance, who has minimal competition now that they have this "huge advantage" over all other makers of engine controls. So that engine controls maker (NVDA) gets higher volumes of sales at the same net margins as before. Profits soar and so does the stock price... | |
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Deepseek legit?
