To me, it doesn't make more sense the price for the common stock for NVDA, a 66 p/e ratio for NVDA is anticipating them beating earnings handily for the next decade.<p>This is to think that AMD or any cloud provider wouldn't compute against them in this meantime.<p>But what really put me off, was their balance sheet, a slow town of roughly 18% in the output pace compared to the previous quarters is staggering. Which means they have at least 5 to 6 months of leading time before other vendor catch-up.<p>Enough for me, it was a fun ride since 2017.