“Market cap is already too big, so the stock can't go much higher” is a misconception

Some people say that NVIDIA is already too big and that the market simply doesn't have enough money to push its market cap much higher. This is a misconception.

For simplicity, suppose NVIDIA neither issues new shares nor buys back existing shares. When NVIDIA's stock trades on the secondary market, money doesn't disappear from the market just because NVIDIA's market cap goes up. The money simply moves from the buyer to the seller.

Take Apple as a real-world example. In 2012, Apple became the world's most valuable publicly traded company, with a market cap of around $600 billion. Ten years later, in early 2022, Apple's market cap reached $3 trillion. Clearly, even the world's most valuable company can still have significant room to grow.

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u/EmotionalCan9434 — 5 days ago

Open Source. MIT Licensed. Visualize Your Entire Codebase Locally.

As my project became larger and larger, I found it harder to verify whether AI-generated code (e.g. Codex / Claude) was actually following my architecture design.

So I built Clear Arch — a tool that visualizes your entire codebase, so you can check its structure at a glance.

It scans your project and turns the file structure and dependencies into an interactive visual map, making it easier to see how different parts of your codebase are connected.

It can also be useful when exploring someone else's repo — instead of going through files one by one, you can get a high-level view of how the project is structured and what different parts are doing.

Clear Arch can also generate a structured file that you can give to AI coding agents like Codex or Claude. This gives the AI a map of the codebase, helping it understand the project architecture and what the project does more quickly.

It currently supports JS / TS / JSX / TSX.

Open source, MIT licensed:
https://github.com/Ann0831/Clear-Arch

Any feedback is welcome!

u/EmotionalCan9434 — 12 days ago

How Do You Break Into an Industry as a Founder?

From my understanding, a startup is fundamentally about solving a meaningful problem for a group of people. That means you first need to find people with real problems worth solving. However, finding both the right people and the right problems seems incredibly difficult.

It feels even harder if you can't meet potential users in person because of geographical limitations. Is it really possible to build a deep understanding of users' problems through the internet alone?

What strategies have worked for founders who entered an unfamiliar industry? Is it worth working in an industry first to better understand its problems and build relationships with people there before starting a company? Or are there other effective ways to gain the necessary insights and connections?

reddit.com
u/EmotionalCan9434 — 15 days ago

Is NVDA underrated?

I'm very confused about Nvidia's future.

The company is generating an enormous amount of profit, yet its valuation seems relatively low. Its TTM P/E ratio is only around 29, while its median P/E over the past 10 years has been about 50, based on the data I've seen. According to TradingView, the stock is also trading at only about 21× its forecasted 2026 EPS.

From a valuation perspective, Nvidia seems quite cheap.

One possible explanation I can think of is that the market doesn't believe its current earnings are sustainable. Maybe Nvidia's customers simply can't keep up with such massive CapEx, so the company's EPS could decline in a few years if demand slows.

What are your thoughts on this?

reddit.com
u/EmotionalCan9434 — 23 days ago
▲ 2 r/codex

A skill for discovering potential skills... What do you think?

I've noticed that when using Codex, I sometimes end up repeating similar workflows across different tasks.

Many of those workflows feel like they could become skills, but I often don't realize the pattern until much later.

To explore this idea, I built a small experiment called SkillForSkill.

The basic workflow is:

  • Record completed work samples
  • Group similar work together
  • Detect recurring patterns
  • Suggest potential skills that might be worth creating

I'm still in the early testing stage and honestly don't know whether this is going to be genuinely useful or just an interesting idea.

Any feedback, criticism, or alternative approaches would be appreciated.

At the moment, it's implemented as a lightweight local server that agents can interact with.

GitHub: https://github.com/Ann0831/SkillForSkill

u/EmotionalCan9434 — 2 months ago
▲ 2 r/codex

How do you make sure AI-generated code stays aligned with your intended architecture?

I've noticed that AI-generated code (e.g. Codex) can sometimes drift away from the original architectural intent of a project.

If the drift isn't caught early, it can accumulate over time and become increasingly difficult to correct.

How do you make sure AI-generated code stays aligned with your intended architecture?

Do you already have a workflow or tool that works well for this?

Or is this something you're still struggling with?

Or has it simply not been a problem for you?

reddit.com
u/EmotionalCan9434 — 2 months ago
▲ 5 r/codex

As your project grows, what's the most frustrating part of working with Codex?

As my project has grown, I've started to feel that maintaining a clear mental model of the entire codebase is becoming increasingly difficult.
At the same time, it also feels harder to fully understand what Codex is doing and why it's making certain changes, especially when tasks span multiple files or components.
I'm curious if others have experienced something similar.
How do you deal with it?
Have you found any workflows, tools, or habits that help?

reddit.com
u/EmotionalCan9434 — 2 months ago

I built a tool that turns an idea into an actionable visual roadmap

Sometimes an idea feels impossible, not because it actually is, but because it's buried under a lot of assumptions.

We often estimate the difficulty of a goal before we understand the path.

A few incorrect assumptions can make something seem far more difficult than it really is.

I wanted a way to make that path visible.

https://goalachiever.clear-arch.com

Feedback welcome!

u/EmotionalCan9434 — 3 months ago

Architecture and refactoring never went away — AI just accelerated the process… so I built this to visualize codebases

Using AI (Codex, etc.) made coding way faster.

But this isn’t new — projects were always going to get messy as they grow: architecture drift, unclear structure, harder to reason about.

AI just makes it happen faster.

At some point, your system evolves faster than your mental model. That’s when you need to step back and refactor.

So I built a tool to visualize codebase structure — so you can quickly see if things are still aligned.

I call it Clear Arch — a tool that maps your project’s structure from files and dependencies into an expandable graph.

I’m also thinking about exposing it through MCP in the future, so agents could call it while working and show you the current architecture of the codebase.

If you're building software, this might be useful:

Currently supports JS / TS / JSX / TSX / HTML projects for now.

(If you want to sign up, please open the website outside the Reddit in-app browser.)

u/EmotionalCan9434 — 3 months ago

I built a platform for cross-cultural friendships and language exchange

I built Serendilang, a platform for making cross-cultural friendships and language exchange connections.

You can text, voice call, or video chat with people from around the world.

You can also make posts to introduce yourself and connect with others internationally.

Above is a short demo video.

Would love to hear your thoughts.

Website: https://serendilang.com

Registration currently requires an invitation code.

Invitation code: 948390

The platform is still evolving, so feedback and bug reports are always welcome 😄

(Important: If you want to register, please open the website in your browser instead of the Reddit in-app browser.)

u/EmotionalCan9434 — 3 months ago