how about this: there has been a fairly short-lived, one-time event that boosted NV's revenue and allowed them extraordinary margins. nothing like that is goosing Goog or AAPL.

yes, I'm claiming that the NV-AI hype bubble will pop (which almost everyone expects to one degree or other).

In the long term all is dust.

NVIDIA has at least 2 years of solid revenue growth ahead of it.

Beyond that people are dreaming about doing predictions anyway.