Episode 107: NVIDIA Earnings and Peak Nvidia? (Sentiment Wise)

Ben Bajarin and Jay Goldberg dive into Nvidia's latest earnings report, revealing impressive growth but unexpected market reactions. They explore the implications of AI advancements on Nvidia's future and how portfolio management strategies are evolving. The duo discusses the predictability of GPU supply chains and the stock pressures Nvidia faces. Additionally, they analyze the company’s sales landscape and its transition toward automotive technologies, all while debating the choice between on-prem and cloud AI implementations.