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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
Oct 6
Up 93% in a Year: Should You Buy Sea Limited (SE) Stock Now?
Sea Ltd (SE) stock is a large conglomerate operating in key emerging markets like Southeast Asia and Latin America, primarily in e-commerce (Shopee), digital finance (Monee), and digital entertainment (Garena).The company has successfully flipped to GAAP profitability, showing a ... Show More
14m 28s
Oct 3
SanDisk is Cool Again? Why NAND Flash is the Next AI Supercycle Memory Play
Everyone is talking about a new memory super cycle related to AI data centers, and suddenly, NAND flash is having its moment. SanDisk (SNDK) has returned to the public market after its spinoff IPO from Western Digital, and it’s back in growth mode.<br>In this deep dive, we use ou ... Show More
19m 37s
Sep 30
Netskope (NTSK) Stock Analysis: What Investors Need to Know
Netskope, a competitor in cloud security and SASE, has just hit the public market with its new IPO (NTSK). While the company operates in the booming cybersecurity industry and is growing revenue at over 30%, there are several critical risks potential investors must consider.In th ... Show More
12m 23s
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 industrie ... Show More
11m 9s
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, UP ... Show More
46m 13s
Jun 2021
A Computex bonanza from NVIDIA, AMD and Intel
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 Microsoft ... Show More
1h 42m