Hi all
Not sure if interested, however Damodaran has been posting his DCF excel models for NVIDIA online.
I think it’s really interesting especially his assumptions on the AI market.
TLDR: his valuation is around 200-300
Here’s the link below:
[NVIDIA DCF Model – Aswath Damodaran](https://pages.stern.nyu.edu/~adamodar/pc/blog/NVIDIA2023.xlsx)
Thanks a lot
