ian_dunross

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New Prediction
ian_dunross
made their 1st forecast (view all):
Probability
Answer
36%
Togo
76%
Any other African country with no previous Wagner or Africa Corps operations

Although Russian military officials have been meeting with Togolese Officials the chance of a Russian presence in Togo cannot be close to the chance of a Russian presence in any new African Country, it's only one country after all. Considering Wagner/Africa Corp's current presence in Africa, it's highly likely they will become active in another African country before 2026. 

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My First Question

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Why do you think you're right?
NVDA is currently battling with AAPL and MSFT for the number one spot, both of which have over $3T in market cap. The economy is currently headed into a stagflationary period and will oscillate between reflation and stagflation, so it really depends on what the economy will look like on May 30th, 2025. If it is in a longer stagflationary period, MSFT or AAPL will pull ahead, with NVDA experiencing some multiple compression due to high valuation multiples. These are, to a degree, justified, but when the market gets scared, growth performs poorly.
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Why might you be wrong?
NVDA is a phenomenal company that everyone wants to buy, and if the economy stays in shape, there's a very likely chance it will pull well ahead of MSFT and AAPL. Factoring in these variables of the economy affecting the valuation of NVDA and having two close contenders currently, with AAPL pulling even slightly ahead, I think a 25% chance is a realistic initial forecast.
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