Terrific work guys! Great insights. I see lots of competitors joining the market. The Nvidia's profits just look too tempting for them to ignore, but you made a couple interesting points: network effect and reliability. It seems that Nvidia will be able to leverage its unfair advantage for some years in my opinion.
Yes, NVIDIA ended its FY24 at the end of January 2024. They already started FY25. Fiscal years are different for every company and don't necessarily align with the calendar year.
What do you think of NVIDIA's Q4 results? Is it overvalued or is this just the beginning? 🤔
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Thank you! 🙏 Glad you liked it!! A picture is worth a thousand words, right?
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Terrific work guys! Great insights. I see lots of competitors joining the market. The Nvidia's profits just look too tempting for them to ignore, but you made a couple interesting points: network effect and reliability. It seems that Nvidia will be able to leverage its unfair advantage for some years in my opinion.
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FY24?
Yes, NVIDIA ended its FY24 at the end of January 2024. They already started FY25. Fiscal years are different for every company and don't necessarily align with the calendar year.