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Jay Goldberg
Senior Analyst at Seaport Research Partners, specializing in semiconductors and electronics. Provides analysis on Nvidia's earnings and the AI market.
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May 28, 2025
• 42min
Nvidia Delivers Solid Earnings; Musk Distances Himself From DC
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Join Jay Goldberg, Senior Analyst at Seaport Research Partners, as he dissects Nvidia's optimistic earnings forecast amidst a Chinese market slowdown. He explains how Nvidia’s focus on AI infrastructure is transforming the economy, drawing parallels to the early internet boom. Meanwhile, Max Chafkin shares intriguing insights on Elon Musk's controversies involving political dynamics and his ventures like Dogecoin. The conversation touches on the implications of AI for job markets and navigates the evolving landscape of technology and investment.
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