(Not financial advice)
Let me know what you think in the comments below.
A few paths and scenarios to consider.
My estimations of likelihood are:
Green = 6%
Yellow = 47%
Red = 47%
2026 Ai spending commitments = $700,000,000,000/year
Generous 2027 revenue estimates = $330,000,000,000/year, assuming that all Ai is consolidated into a few hyperscalers that charge a monthly fee and people cannot find workable free solutions. Obviously highly unlikely because there are already open-source Ai models.
The other variable that I did not include is China/Taiwan invasion. That would be catastrophic for NVDA, but we can't really plan on that, we can only react and have paths beforehand to act on. That said.... typically, the best months for an invasion due to the monsoon seasons are April and Oct-Nov....
Let me know what you think in the comments below.
A few paths and scenarios to consider.
My estimations of likelihood are:
Green = 6%
Yellow = 47%
Red = 47%
2026 Ai spending commitments = $700,000,000,000/year
Generous 2027 revenue estimates = $330,000,000,000/year, assuming that all Ai is consolidated into a few hyperscalers that charge a monthly fee and people cannot find workable free solutions. Obviously highly unlikely because there are already open-source Ai models.
The other variable that I did not include is China/Taiwan invasion. That would be catastrophic for NVDA, but we can't really plan on that, we can only react and have paths beforehand to act on. That said.... typically, the best months for an invasion due to the monsoon seasons are April and Oct-Nov....
Anmerkung
Cisco (CSCO) chart from 2000 dot-com bubble, for reference.I think the charts look similar. Quite similar as far as the tops go...
Haftungsausschluss
Die Informationen und Veröffentlichungen sind nicht als Finanz-, Anlage-, Handels- oder andere Arten von Ratschlägen oder Empfehlungen gedacht, die von TradingView bereitgestellt oder gebilligt werden, und stellen diese nicht dar. Lesen Sie mehr in den Nutzungsbedingungen.
Haftungsausschluss
Die Informationen und Veröffentlichungen sind nicht als Finanz-, Anlage-, Handels- oder andere Arten von Ratschlägen oder Empfehlungen gedacht, die von TradingView bereitgestellt oder gebilligt werden, und stellen diese nicht dar. Lesen Sie mehr in den Nutzungsbedingungen.