Optical multiples imply memory and Nvidia are undervalued
贝克进一步得出结论：如果Coherent和Lumentum等股票的估值倍数合理，那么内存股和英伟达股票理应大幅上涨。
English original
Baker goes on to conclude that if the multiples on stocks like Coherent and Lumemtum are correct, then memory and Nvidia stocks should go a lot higher.
在All-In播客上
报道摘要
Gavin Baker, the Chief Investment Officer of the hedge fund Atreides Management, has established itself as one of the top tech investors operating today. In eight years managing the OTC Portfolio at ...
The Motley Fool