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Nvidia CEO Jensen Huang unveiled the new Blackwell “GPU platform” for all things AI at the company’s annual GTC 2024 event, and it didn’t disappoint. But for investors unfamiliar with chips and accelerated computing systems, all of the products used to build these massive AI factories can be confusing.
Chip Stock Investors Nick and Kasey are here to bre ... Show More
Today
TSMC's $40 Billion Quarter: Supply Chain Risks, Intel-Tesla, and Who's Threatening the Chip King
Chip fab capacity is maxed out — and TSMC is the biggest winner. But new risks are emerging fast.In this episode, Nick and Kasey break down TSMC's Q2 2026 earnings guidance: $39–40 billion in quarterly revenue, 30% year-over-year growth, and gross margins approaching 67.5%. Then ... Show More
9m 4s
Yesterday
The Software Apocalypse Hit Veeva Systems — Here's Why We're Still Interested
Veeva Systems has been hammered by the AI-driven software selloff — but when you look past the stock chart, the fundamentals tell a completely different story. Zero debt, over $6 billion in cash, $1.4 billion in free cash flow, and a reverse DCF suggesting the market is pricing i ... Show More
10m 2s
Apr 14
CRCL Deep Dive: Circle Internet Group's First Annual Report, USDC Growth & Whether the Stock Is Worth It
Circle Internet Group (CRCL) just dropped its first annual report — and this "crypto stock" operates more like a bank than most investors realize.We dig into reserve income, USDC in circulation, the Circle Reserve Fund managed by BlackRock, and exactly what the Federal Reserve's ... Show More
13m 56s
Nov 2023
Nvidia's Launches 2X Better AI Chip H200
In this episode, we delve into Nvidia's latest launch of a new, highly anticipated AI chip, while customers are still actively seeking its previous model, exploring the reasons behind this continuous high demand and the chip's potential impact on the AI and tech industries. We'll ... Show More
11m 40s
Feb 2024
InvestTalk 2-22-2024 – What Does Nvidia's Performance Tell Us About AI and the Tech Sector?
Nvidia has been the primary beneficiary of the recent technology industry obsession with large artificial intelligence models, which are developed on the company’s pricey graphics processors for servers. Today's Stocks & Topics: KHC - Kraft Heinz Co., Discounted Cash Flow, UPS - ... Show More
46m 13s
Jun 2021
A Computex bonanza from NVIDIA, AMD and Intel
<p>This week, Cherlynn and Devindra chat about the big news from virtual Computex: NVIDIA’s RTX 3080 Ti and 3070 Ti; AMD’s Radeon 6000M mobile graphics; and the latest chips from Intel. Come learn why these companies are basically a triad of frenemies. Also, they dive into Micros ... Show More
1h 42m