Episode 264: Neal and Toby discuss Nvidia's historic earnings report where it is clear that the AI boom is alive and well. Plus, what a court ruling in Alabama means for the IVF industry and the government is coming after private jets. Neal shares his favorite numbers and why is Beyond Meat hoping avocado oil can save their burgers. And finally, MLB rolled o ... Show More
May 2023
Nvidia Soars to Record as AI Boom Fuels Chips Demand
Bloomberg News US Semiconductor & Networking Reporter Ian King explains how Nvidia, the world’s most valuable chipmaker, forecast sales that blew past analysts estimates, showing how booming demand for artificial intelligence processors has the potential to reshape the sector. Mo ... Show More
33m 2s
Feb 2024
E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Goog ... Show More
1h 20m
Aug 2024
Tech Investor Gene Munster on MegaTrends | Okay, Computer.
Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ... Show More
40m 29s
Aug 2024
Everyone’s waiting for Nvidia
<p>Artificial intelligence leader Nvidia reports earnings today and the market is bracing for impact. Meanwhile, US consumer confidence has taken a step up, but still lags behind pre-pandemic levels. In China, another set of disappointing earnings results has sparked concerns ove ... Show More
15m 36s