Squawk on the Street Nvidia CEO's Message to Investors, Gold's Record Run, Tesla's Cheaper EVs 10/8/25
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Oct 8, 2025 Jensen Huang shares insights on Nvidia's role in AI, igniting discussions on the future of tech. Gold hits a historic high of over $4,000, positioning itself as a crucial investment and inflation hedge. Tesla unveils more affordable Model Y and Model 3 electric vehicles, stirring market excitement. Concerns arise over freight recession indicators and the impacts on holiday inventory. Plus, Michael Dell weighs in on data center dynamics while highlighting the competition in AI infrastructure.
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AI Infrastructure Is A Long-Term Build
- Jensen Huang frames AI infrastructure like building hotels: large upfront costs and operational complexity.
- He says early deployments may not be profitable initially but become "wonderfully profitable" over the system's life.
Investing Club Celebration Of NVIDIA Winners
- Jim recounts hosting Jensen at the CNBC Investing Club where many attendees became millionaires from NVIDIA exposure.
- The event highlighted the personal impact of the AI-driven rally on regular investors.
Watch Secondary Offerings As A Froth Signal
- Jim Cramer warns of froth and secondary offerings as signs of a speculative phase similar to 2000.
- He distinguishes between legitimate AI-related companies and those that may flood the market with supply.