Sign up to save your podcasts
Or
Share Pressure Points: Nvidia 2Q'25 Earnings Preview
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Pressure Points: Nvidia 2Q'25 Earnings Preview
Nvidia Preview Pressure Point: It’s all about Jensen’s language about timing of reaching supply-demand equilibrium.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
View all episodes
By Deepwater Asset Management
5
33 ratings
Nvidia Preview Pressure Point: It’s all about Jensen’s language about timing of reaching supply-demand equilibrium.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
More shows like Pressure Points
View all
The Information's TITV
64 Listeners
CNBC's "Fast Money"
1,352 Listeners
The a16z Show
1,091 Listeners
FYI - For Your Innovation
397 Listeners
The Compound and Friends
2,107 Listeners
Barron's Streetwise
1,566 Listeners
Big Technology Podcast
497 Listeners
Halftime Report
408 Listeners
Ask The Compound
324 Listeners
Closing Bell
155 Listeners
The Circuit
39 Listeners
No Priors: Artificial Intelligence | Technology | Startups
132 Listeners
BG2Pod with Brad Gerstner and Bill Gurley
464 Listeners
Never Sell
9 Listeners
The Real Eisman Playbook
182 Listeners