Akram's Razor was a notable bear on Nvidia in 2018 before closing a short position. Recently, he switched from the sidelines to becoming an owner of shares and a bull. We discuss what changed with the company over the past year, how it's proven itself, and what may be ahead.

Topics Covered

2:00 minute mark - revisiting the short case

12:30 - NVDA's competitive position in artificial intelligence

23:00 - Expanded advantage in artificial intelligence, with the USPS deal as an example

33:00 - How Nvidia's moat plays out for new potential entrants

38:00 - The change in the valuation picture

47:00 - How crypto wreaked havoc on understanding Nvidia's gaming segment

56:00 - The structural questions in the gaming segment

1:11:00 - Mellanox and its import/fit with Nvidia

1:19:00 - Has management regained its credibility?

1:34:00 - Applying a lens to management's views