Nvidia is reportedly in ‘advanced talks’ to buy ARM for more than $32B

Re:Nvidia is reportedly in ‘advanced talks’ to buy ARM for m... by dna_polymerase on Friday July 31, 2020 @03:35PM (#24012922)

Company valuation usually involves more tangible things, like revenue and profits, or at least expected revenues. "Importance" can vanish really fast.

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Re:Nvidia is reportedly in ‘advanced talks’ to buy ARM for m... by samunism on Friday July 31, 2020 @03:41PM (#24013012)

We don't really live in that world anymore – what is value investing when the Federal Reserve sets the price? More and more, "intagibles" like brand value are becoming more important on balance sheets than investors want to admit.

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Re:Nvidia is reportedly in ‘advanced talks’ to buy ARM for m... by WanderPanda on Friday July 31, 2020 @05:53PM (#24014640)

For me it is hard to grasp if this really is a paradigm shift or merely some valuation cycle aka https://twitter.com/chamath/status/1280531290635157505

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Re:Nvidia is reportedly in ‘advanced talks’ to buy ARM for m... by kmonsen on Friday July 31, 2020 @08:58PM (#24016264)

For me Tesla stock value is where it got confirmed stock valuation diverged from any data points. I understand there is a potential huge upside there, but no real data points would justify anything close to the current valuation.

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Re:Nvidia is reportedly in ‘advanced talks’ to buy ARM for m... by WanderPanda on Thursday August 06, 2020 @07:06PM (#24076351)

Especially in comparison to 9 months ago, the fundamentals did not really change (conpetitive landscape etc.) There was the CyberTruck announcement, though

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