(https://www.marketwatch.com/story/theres-a-disconnect-between-ai-valuations-and-revenue-growth-forecasts-observes-this-investor-1350d9f7?mod=mw_rss_topstories) — and he's being too polite about it. The real problem: $NVDA trades at a significant multiple on revenue growth, but that growth assumes every dollar of new compute goes to LLM training and inference.

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