Vivek Arya
BofA semiconductor analyst known for his expertise in the semiconductor industry and coverage of Nvidia and other chipmakers. Provides insights into market trends and company performance.
Best podcasts with Vivek Arya
Ranked by the Snipd community
Mar 24, 2025 • 25min
Why Nvidia stock is still a must own
Vivek Arya, a seasoned semiconductor analyst from BofA, shares insights on Nvidia's current market struggles despite groundbreaking advancements in AI chips. He discusses CEO Jensen Huang's attempts to reshape narratives around demand amid competitive pressures from firms like DeepSeek. Arya also offers a vivid recap of the recent GTC conference and analyzes the implications of leadership changes at Intel. Furthermore, he delves into the burgeoning field of quantum computing and its potential impact on the semiconductor landscape.
Oct 21, 2024 • 26min
Why Nvidia is a generational investment
Vivek Arya, a Wall Street analyst from BofA Securities known for his bullish stance on technology and semiconductors, shares insights on Nvidia's impressive performance, highlighting a 180% year-to-date gain. He discusses the potential of Nvidia’s AI chip, Blackwell, and predicts a significant fourth quarter driven by rising demand. Arya presents a compelling argument that Nvidia's stock is still undervalued, emphasizing its innovative strategies in chip technology and plans for future growth in the rapidly evolving AI landscape.
