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

This podcast episode provides an in-depth analysis of NVIDIA's recent earnings and the volatile market reactions that ensued, emphasizing the complexities of investor expectations shaped by unofficial "whisper numbers" and the challenges in managing these for a high-growth company. It investigates NVIDIA's slowing growth, the sustainability of the AI CapEx boom, and compares its achievements with Intel’s struggles while promoting the upcoming Apple Worldwide Developer Conference as a central event in the tech landscape.