Closing Bell Closing Bell Overtime: Nvidia Delivers 11/18/25
Nov 19, 2025
In this engaging discussion, Gil Luria, an Equity Analyst at DA Davidson, dives into Nvidia's robust financial performance, highlighting significant growth in data center revenue and an optimistic uplift in guidance. He emphasizes the staggering demand for Nvidia's Blackwell GPUs, which are reportedly selling out fast. Luria also explores the implications of this surge for future growth and market strategies, hinting at potential impacts on competitors like AMD and Broadcom. The conversation captures the excitement of Nvidia's innovative edge in AI and its ripple effects across the tech industry.
AI Snips
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Episode notes
Keep Dry Powder For Pullbacks
- Keep some cash dry for pullbacks even if you're bullish on AI and the market.
- Use volatility to buy opportunities, since forward prospects for next year look constructive.
Be Fully Invested If You Believe In AI
- Stay fully invested if you believe the AI cycle is early and demand is underappreciated.
- Expect Fed moves to influence short-term volatility, but treat pullbacks as buying windows.
Market Discernment Replaces Herding
- The market is becoming more discerning about AI winners, splitting stocks that once moved together.
- Hyperscaler spending patterns and product differentiation are driving divergent performance.