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To: Vattila who wrote (42326)8/2/2021 4:08:08 PM
From: Kelvin C.P. WangRespond to of 45168
 
I am glad you resolved the private matter and it was not AMD's performance or problems.

I think over $200/share is more realistic than ever within two years. $40B revenue is probably hard to do in two years.

NVDA was more than interesting to me. I had a massive amount of shares when it was $12, then when it doubled, I sold all.



To: Vattila who wrote (42326)8/2/2021 5:31:06 PM
From: neolibRead Replies (1) | Respond to of 45168
 
I find it hard to understand the extent of Nvidia's mindshare in the market.

If they own ARM and AI, it would be justified. Owning ARM will help them continue to own AI, as I assume Nvidia AI tech will become the standard ARM AI IP.