As I argued last week when $SpaceX(SPCX.US) cruised past $200, investors shouldn’t be paying 150x 2026 EV/EBITDA for a business expected to show long-term rev growth of 35-40% per year (4x PEG). $NVIDIA(NVDA.US) trades at 19x CY 2026 EV/EBITDA and is expected to post long-term rev growth of 10-15% per year (~1.5x PEG). The math doesn’t math.
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