Nvidia became first chip maker to be valued at US$1tn - amazing (currently >US$1.1tn). This was on the back of better than expected 2Q Revenue beating all expectations.
Now why cant we believe that 4DS may possibly touch A$1bn in the short term - about 62c A$. Megabit success was better than Management's expectations!
Efficient tech is geopolitically sensitive too - increasing the competition for 4DS.
https://www.theguardian.com/business/2023/may/30/nvidia-chipmaker-value-ai-chip-shares-artificial-intelligence
Ann: Megabit Success, page-1051
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