How do you explain this? Apple, $AAPL, has $380 billion in...

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    How do you explain this?

    Apple, $AAPL, has $380 billion in annual revenue and $125 billion in annual EBITDA with a $3 trillion market cap.

    Nvidia, $NVDA, has $80 billion in annual revenue and $50 billion in annual EBTIDA with a $3 trillion market cap.

    In other words, Nvidia and Apple have the same market cap but Apple has 5 TIMES more revenue.

    Apple also has roughly 2.5 TIMES the EBITDA of Nvidia.

    Is Apple too cheap or is Nvidia too expensive?

    https://x.com/KobeissiLetter/status/1798717012224692517

    ...clearly NVIDIA is the Cisco of the AI age BUBBLE. It is not that NVIDIA won't generate the growth but valuations are typically extreme because expectations of growth are lofty and often ahead of themselves.
 
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