Jul. 29 at 10:27 PM
$NVDA and
$MU PEs are less than 30 and 20 respectively
Next 3 years they are totally booked. Customers order are still increasing.
$GWRE,
$TEAM,
$MNDY…. PEs are over 60s or 100s…. They cant confidently say about their next quarter ARR or new customers….
Do u think narrative wont change?