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Samuel Meciar
$29.2M
Followers
@sammeciar
08/16/2023
$NVDA
did $27B revenue last year, with $3,8B in FCF, of which a large portion was SBC.
The consensus says they will do $73B revenue and $30B in FCF by FY2026 (in 2 years)
Let’s just say I won’t bet on these assumptions…
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Samuel Meciar
$29.2M
Followers
@sammeciar
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