The Compound and Friends cover image

Nvidia Breaks Away

The Compound and Friends

00:00

AI and NVIDIA: The Only Arms Dealer

Adam Parker: NVIDIA is potentially not expensive. Potentially not expensive at all if AI grows for decades to come. He says there are implications here even for things that have nothing to do with AI on their surface. It's also a stock that, after a day like today, when is this quarter end? How many people are like, I can't believe I don't have any Nvidia in my portfolio?

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app