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Nvidia (NVDA) with Luke Hallard

Chit Chat Stocks

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Nvidia CEO Steve Jensen: Is He a Rock Star?

The company has had a bit of a misstep with Taiwan. They've probably overestimated the demand for their current series of hardware and they've got too much supply. There is this growing ecosystem of homegrown chip makers. If Microsoft, Alphabet, Amazon, Tesla do develop their own AI chips, well that's a big chunk of that total addressable market which could get eaten up. But really with every company becoming an artificial intelligence company I believe that Nvidia are truly positioned to profit from it. Plus: It's still an expensive company but quite attractive today.

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