Our 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.
In the views oninvestingunder our view: Nobody can tell whether the AI boom is a bubble while it is still inflating
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 7 Sept 2026 · How quotes work · Something wrong? Tell us
Do you hold this korrent?Do you also believe this?
I hold this tooShared subject first, then similar wording. They may agree or disagree.