I see companies around the same PS ratio as NVDA (which is around 12 or 13) that are growing much faster and where the runway ahead seems much clearer. Their names are Talend, Shopify, Mulesoft, Hortonworks…you get the picture.
Before someone corrects me, I realize SHOP’s PS is higher…but it’s growing faster. And Talend’s and HDP’s PS ratios are actually much lower than NVDA’s.
Bear