2025-08-12 07:55:15

This would make me nervous as an $NVDA investor

$NVIDIA ($4444B MC) is worth more than:

$GOOGL — $2,440B MC

$AVGO — $1,430B MC

$AMD — $280B MC

$INTC — $90 MC

$MRVL — $66B MC

Cerebras — ~$7–8B valuation

Groq — ~$6B valuation

Worth more than all of its competition combined

ME-6.75%

MORE-2.97%

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