whats the go with this nvidia thing, page-12

looking into 5gg because of the hype and doing the numbers, it just doesnt add up.
This nvidia thing seems like a grasp of straws to try and outshine other telcos in the sector, that are actually performing better than 5gg.
The nvidia side of things is yet to be proven, yet people are jumping on this stock, like it's the next tesla or something?
They dont have exclusivity, so if it looks actually nice, any other brand telco can do the same, but better (actually have a national network to make the low latency thing actually work).
This online gaming thing is just a tack on, if at best (ie, like netflix. have to charge a small amount, but to tens of thousands in order to get anywhere).

No idea how people think these guys are going to pull off a national network that is better than the nbn.
That's a topic on its own though, if someone is keen to start a thread on that?
There are way better and more experienced telcos on the market than these guys.

i mean, superloop purchased 10k nbn customers off skymesh for 1 mil.
5gg seem to be signing up more nbn customers than fixed wireless and are only in wa???
Uniti listed with about 6k of fixed wireless customers, with the national promises of fw (managed to get as far as two states, before they obviously changed direction to purchase almost all of the non-nbn fixed line companies)
At the time of their ipo, was something like 13mil to purchase a heap of fuzenet retail customers (30k worth or something?)
Combine both together and you get less than 20mil valuation...
We should def take this onto another thread though, if anyone is seriously thinking 5gg is going places as an actual telco
Definitely way over valued imo. especially with an inexperienced management team (telco wise).
kudos to them though on how they have pitched themselves.