Prof G Markets Nvidia Just Hit $5 Trillion — Is the Stock Unstoppable?
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Oct 30, 2025 
Join Scott Devitt, Managing Director at Wedbush Securities, and Gil Luria, Head of Technology Research at D.A. Davidson, as they dissect the latest in tech stocks. Devitt analyzes why Meta's shares plummeted despite record revenues, citing a hefty tax charge and rising expenses. Luria offers insights into NVIDIA's astonishing $5 trillion milestone, exploring the implications of AI demand on chip supply. Both guests speculate on the future of AI investments and NVIDIA's competitive edge, while weighing market excitement against potential valuation risks.
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Meta's Growth Vs. Rising Spend
- Meta delivered record revenue and 26% ad growth but the stock fell due to rising CapEx and operating expense guidance.
- Scott Devitt argues Meta will likely see income grow slower than revenue through 2026 because of front-loaded AI and hardware investments.
AI Is Driving Real Revenue For Meta
- Meta's consumer-facing AI integrations (like Reels) are already driving measurable revenue by increasing time spent.
- Scott Devitt sees Meta's AI bets as front-footed and likely to pay off long-term despite near-term margin pressure.
Google Gets Credit For Execution
- Alphabet topped $100B quarterly revenue with strong search and 34% cloud growth, earning renewed investor credit.
- Scott Devitt notes Google now trades at a premium to peers because execution outran prior skepticism.
