Reevaluating risks and opportunities associated with Nvidia

Emre Barack Sokullu
1 min readAug 24, 2021


Those who follow this blog for a while would know how big of a $NVDA fan I happen to be. That said, Nvidia represents some new risks and opportunities since I last covered the company;


  • At 75x PE ratio, the company is still not too expensive. Similar growth stories are known to be valued at 100x and even higher.
  • The latest DPU announcement. Nvidia is marketing its Mellanox (networked GPU) acquisition as DPU. Good marketing play.
  • The metaverse buzz. Nvidia’s GPUs are at the forefront of an omniverse future.


  • The ARM deal may not close. China is against it. And now the UK joined the band too in protectionist concerns.
  • Netflix announced gaming cloud which will rival Nvidia’s
  • Intel is getting serious about GPUs
  • The PE ratio of Intel at 11x and AMD at 35x are way cheaper. Intel just won a US government deal, and AMD, under Lisa Su leadership, is pretty competitive.

DISCLAIMER: The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.



Emre Barack Sokullu

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