A korrentour readingWhat is a korrent?
Drawn from what Aswath Damodaran said
semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.
Word for word, with the source under each one. They did not write this page.
Professor of finance at NYU’s Stern School of Business
I think that the pathway that you would need (in terms of revenue growth and profitability) to justify Nvidia's and OpenAI's current pricing is improbable, but that is just my view
Where this was said
↗Trillion Dollar Market Caps: Fairy Tale Pricing or Business Marvels?aswathdamodaran.blogspot.com
All 4 korrents from this piecethis one is 4th
Added to korrents 3 Dec 2025 · How quotes work · Something wrong? Tell us
Our reading — they may agree, disagree or merely touch the same thing. Closest first: a shared subject counts for most, then how near the wording is.