
Riding the AI Money Train
Dumb Money Live
00:00
Nvidia Wins No Matter What
I would rather stay with the obvious plays that don't have to have a winning product. Tesla potentially wins big with their humanoid play, right? But they have to execute in a lot of different ways. Nvidia is just there like when the entire enterprise world says, you know what, we're going to invest 25, 30% of our R&D on AI over the next five to 10 years. Who is guaranteed to win Nvidia?
Transcript
Play full episode