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SV_BubbleTime a day ago

There’s been a lot of time and effort and money put in to siloing away independent forums so that you don’t use them.

Someone go ahead and explain to me the actual rationale that RDDT has a higher P/E ratio than Nvidia. It’s not because of some dumb “ai training deal”. It’s because until they run it into the ground, it is the place to find what used to exist in forums.

quickthrowman a day ago | parent [-]

> Someone go ahead and explain to me the actual rationale that RDDT has a higher P/E ratio than Nvidia.

Investors in RDDT are pricing more growth than they are into NVDA. NVDA had a high P/E until their net income grew ($4B and change to $72.2B in from FY 2023 to FY 2025 and over $100B for FY 2026)

SV_BubbleTime 6 hours ago | parent [-]

Uh huh.

Pretending that any of this is some traditional idea of investor sentiment is such a last decade way line of argument. Please don’t insult us both pretending real people and their motivations are what drive the markets.

quickthrowman 4 hours ago | parent [-]

Some of it is due to the explosion in options trading and the resultant hedging by market makers, but large institutions still have valuation models based on fundamentals that they trade on.

It’s entirely possible that the market is wrong about RDDTs future growth, and in that case the P/E will come back down to earth.