37 sats \ 0 replies \ @kingzing131 3 Jun \ parent \ on: Nic Carter: the NVDA rally is unnerving, and not because of AI safety fears econ
Apple has competitors and still is one of the highest valuated companies in the world.
Nvidia has no real competition in a few spaces. It can do the same.
I honestly don't get why TSM and ASML valuation isn't even higher, they are quite literally THE monopoly right now, especially when Samsung is now also struggling to keep up with TSM.