Suhas-Hariharan

Suhas Hariharan
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Why do you think you're right?

Nvidia's valuation is high and more tightly linked to AI development than other contenders for top valuation. A massive short-term boom in AI could tip it over Apple especially if Apple is more hit by Tarrifs.

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Why might you be wrong?

Apple has dominated for a while and the base rate for someone beating their valuation is correspondingly low.


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