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5min chapter
Tech’s Laisez-Faire Era + Nvidia Earnings Preview with Gene Munster | Okay, Computer.
On The Tape
NVIDIA's Future: Trends and Projections
This chapter explores the expected performance of NVIDIA's Blackwell platforms, emphasizing revenue projections for 2025 and 2026 while addressing current market sentiments in the semiconductor industry. Discussions also highlight the implications of growth in technology stocks, risks for mega-cap companies, and the potential for a market correction amidst ongoing investor euphoria.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode