“What matters is recent performance, which has been terrible, and reflects management’s current abilities and corporate direction. They bet big on AI, and it shows in stock performance.”
NVDA down 20% in less than two months. Kick the management out. Obviously they are incompetent and worthless.
Sounds good to me. Another company that went all-in on AI.
At least Adobe was able to come up with a different bad business model, although they hyped AI as well.