What Aswath Damodaran thinks about semiconductors
Professor of finance at NYU’s Stern School of Business, known for his work on valuation. Publishes his valuations, spreadsheets and data openly at Musings on Markets, and revises them in public when the numbers move against him.
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1 dated position, 2025, in their own words. Our reading of what Aswath Damodaran has said — not written or endorsed by them.
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Their wordsI 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
↗Trillion Dollar Market Caps: Fairy Tale Pricing or Business Marvels?aswathdamodaran.blogspot.com 4th of 4 in this piece