Tom Ellsworth (inferred panelist)
Market-focused commentator who analyzes charts and historical parallels (notably Cisco during the dot-com era) to assess valuation risk and possible market adjustments.
Best podcasts with Tom Ellsworth (inferred panelist)
Ranked by the Snipd community
Nov 20, 2025 • 13min
"Nvidia Is FUELING The AI Revolution" - Will Nvidia’s Earnings Call REVEAL The AI Bubble BURSTING?
Market commentator Tom Ellsworth and analyst Jeff delve into Nvidia's explosive earnings call, which has become a crucial market event. They discuss Jensen Huang's ambitious growth forecast amid fears of an AI bubble, drawing parallels to Cisco's rise in the dot-com era. Jeff raises caution about the reality of Nvidia's demand versus actual deliveries, while Tom analyzes market valuation risks and potential corrections. Together, they navigate the impact of Nvidia's performance on broader markets and offer insights on macro signals to watch.
