The Circuit

Episode 83: The Earnings Heard Round the World (NVDA)


Listen Later

In this episode, Ben Bajarin and Jay Goldberg discuss NVIDIA's recent earnings and the challenges of managing expectations in the stock market. They touch on the mispronunciation of NVIDIA, the volatility of the stock, and the impact of whisper numbers on investor sentiment. They also discuss the role of NVIDIA's CEO, Jensen Huang, and the difficulty of managing investor relations. The conversation covers topics such as the slowdown in growth, gross margins, and the sustainability of high gross margins in the semiconductor industry. In this conversation, Ben Bajarin and Jay Goldberg discuss the reasons why they are not concerned about a bubble popping in the tech industry. They highlight the high demand for NVIDIA's products, the company's superior total cost of ownership (TCO) relative to competitors, and the continued growth of AI and data center infrastructure. They also touch on the potential for NVIDIA to expand its software business. The conversation then shifts to Intel, with the news that the company is exploring strategic options, including spinning off its Foundry division. Ben and Jay discuss the challenges of spinning off Foundry and the potential for a white knight investor to step in and support Intel.

Use code TC24 at wwic24.com

...more
View all episodesView all episodes
Download on the App Store

The CircuitBy Ben Bajarin and Jay Goldberg

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

34 ratings


More shows like The Circuit

View all
a16z Podcast by Andreessen Horowitz

a16z Podcast

1,040 Listeners

Odd Lots by Bloomberg

Odd Lots

1,796 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,322 Listeners

ChinaTalk by Jordan Schneider

ChinaTalk

269 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

91 Listeners

Dwarkesh Podcast by Dwarkesh Patel

Dwarkesh Podcast

428 Listeners

Big Technology Podcast by Alex Kantrowitz

Big Technology Podcast

454 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

107 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

353 Listeners

ACQ2 by Acquired by Ben Gilbert and David Rosenthal

ACQ2 by Acquired

212 Listeners

Bloomberg Tech by Bloomberg

Bloomberg Tech

50 Listeners

Sharp Tech with Ben Thompson by Andrew Sharp and Ben Thompson

Sharp Tech with Ben Thompson

94 Listeners

Unsupervised Learning by by Redpoint Ventures

Unsupervised Learning

50 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

469 Listeners

Cheeky Pint by Stripe

Cheeky Pint

13 Listeners