Open
Audio and music trouble, the cohost invite, and early chatter about favorite NFT people.
On the mic
Summary
The NVIDIA story
NatNat recaps the reported Jensen Huang affair and spy story. Moni says the bigger issue is whether deals broke US law, and MetaBeast asks what has actually been confirmed.
Fallout and levels
The reported chip allegation, the class action and whether Huang steps down. NatNat on NVIDIA's charts and guidance into earnings, and Ryan on chip export law.
China, GPUs and too big to fail
Kevin Castley on cheaper GPUs and RAM, then Lehman and AIG, index weighting and SPY's exposure to NVIDIA.
Data centers and supply chains
Coinkong on data center revenue, TSMC and supply chain risk, and whether this is a dead cat bounce or long term share loss.
Cards, Knicks and Kkoma's call
Kkoma on sports card prices and his call that NFTs come back in about three months, plus NatNat's Brunson card story.
Anthropic versus Microsoft 365
Anthropic's office suite, reverse engineering and adoption speed. Ryan says things don't happen as fast as everybody thinks.
Wrap
The show is now Tuesday and Thursday.
MicDrops
Notable calls and takes
On-air discussion from the show, not advice.
“we're gonna go back to the NFTs maybe in, like, another, like, three months. I'm calling that. Record it. Count it.”
“I think it's gonna come down to guidance. … if you bring up NVIDIA's chart, look at the quarterly, the four months, the six months, the twelve months, it's all signaling some downside.”
“They let Lehman go. Bayer got a deal. AIG got a deal. … But the whole point is is NVIDIA is not going anywhere.”
“things don't happen as fast as everybody thinks they're gonna happen. Yes. You can reverse engineer anything.”
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Show discussion, not financial advice.