Company
Nvidia
- Episodes
- 154
- Share
- 16%
- Shows
- 110
- Net sentiment
- +0.37
Down from 17% of episodes in the weeks before; net sentiment was +0.37.
Bullish 53Mixed 41Neutral 47Bearish 13
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%5%10%15%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on Nvidia. Longest episodes first.
Bullish 53
- Reported RTX 5090 GPU shipment theft suggests strong demand and scarcity in the market.This Dum Week 2026-10-18 · This Dum Week · Oct 19
- Speakers expect Nvidia to do well, citing its ecosystem beyond CUDA despite weakening moat.Is AI a Bubble? I Asked the People Building It | WTF is AI? · WTF is with Nikhil Kamath · Oct 24
- Launched DSX pod product that deploys data centers faster with less water and power.SpaceX’s AI Business Up 830%, OpenAI Agents Lie, and Startup Turns Mercury Into Gold | EP #305 · Moonshots with Peter Diamandis · Oct 23
- Central to AI build-out and bought Grok's technology in a large licensing deal.Chamath: AGI Is Here, Anthropic’s $100B Giveaway, Elon’s SpaceX Shares for 72M Kids | EP #304 · Moonshots with Peter Diamandis · Oct 21
- Hermes agent showcase at GTC and Rubin NVL8 efficiency gains highlighted.ThursdAI - Oct 22 - AI finds all the vulnerabilities, Claude Duet, DeepSeek drops Infer & more AI news · ThursdAI - The top AI news from the past week · Oct 23
- Still bullish from here despite broader semiconductor selloff.Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware Trade · Monetary Matters with Jack Farley · Oct 25
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- Dominant supplier shipping hundreds of thousands of GPUs monthly, capturing scarcity rents.Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO · Latent Space · Oct 22
- Restricting Chinese domestic chip output could preserve US chipmakers' market share.The MATCH Act and China’s DUV Imports · ChinaTalk · Oct 20
- Hosts view its valuation as cheap relative to projected earnings and continued chip demand.The Stock Market LOSES 2 TRILLION, SpaceX and Meta CRUSH, Is CoreWeave Going Under | Basis Points · Basis Points · Oct 24
- Has reportedly locked down memory and components for hundreds of billions in commitments.What will computer chips look like in 2045? · Dwarkesh Podcast · Oct 22
- Hosts expect solid results and cite a buyback program as a positive.The Markets Shifting, Buying A House, and The AI Bubble Impact | Money Moves · Millionaire Mindcast · Oct 21
- Host agrees Nvidia is likely to survive even if individual AI labs fail, given underlying compute demand.338 | AI agents now work 6x the hours of their humans at Anthropic 🤯, AI just put 70% of all websites at risk, Is AI a bubble? “We grew a mind” (OpenAI safety insider), and more important AI news for the week ending October 23, 2026 · Leveraging AI · Oct 24
- Topped the most-traded single-name list and is tied to AI buildout demand.The Option Block 1509: Race Cars, Top Hats and Cleveland Cliffs..Oh My! · The Options Insider Radio Network · Oct 19
- Central provider of Cosmos world models, Jetson edge computers and simulation tooling for physical AI.Physical AI at NVIDIA · Software Engineering Daily · Oct 20
- Optimization engine built for its GPUs delivers much faster runs for Canaxis customers.Software Stocks Crashed. This CEO Says the Business Has Never Been Stronger · In the Money with Amber Kanwar · Oct 22
- Dominant GPU supplier with very high margins and strong financing collateral.Musk Floats Mega-Merger, United CEO on Airfares & Fuel 10/21/26 · Squawk Pod · Oct 21
- CEO points to strong AI demand, European investment and expanding substrate capacity.AI spending, Big Tech earnings and defense outlook 10/22/26 · Morning Call · Oct 22
- Jensen Huang argued compute demand far exceeds available capital.11AM Hour: Pershing Square's Bill Ackman, Breaking Down Tech Earnings & New Web Security Flaw Uncovered 10/22/26 · Squawk on the Street · Oct 22
- Massive projected free cash flow and strong demand, though customer financing and backstops raise some concern.How To Invest In AI Now With Janus Henderson’s Jonathan Cofsky · Barron's Live · Oct 19
- Central to AI chip demand and the capex cycle Ives expects to continue.85% Of The AI Boom Is Still Ahead Of Us | Dan Ives · The Pomp Podcast · Oct 22
- Core holding in T. Rowe's tech fund, seen as having long growth runway.The Exchange 10/23/26 · The Exchange · Oct 23
- Continues funding neocloud and energy projects through private investments and backstops.1Password’s Potential IPO, Salesforce Customers Brace for New Claude Fees, Investors Await Anthropic S1 · The Information's TITV · Oct 23
- Falling model prices and rising usage would still drive more compute demand.The AI Story Wall Street Doesn't Want to Hear · Plain English with Derek Thompson · Oct 23
- Huang says neocloud demand is off the charts and sees no memory oversupply.9AM HOUR: AI Trade Pain, Meta and Tesla Slide, Jensen Huang Interview 10/22/26 · Squawk on the Street · Oct 22
- CrowdStrike co-developed its security models with Nvidia, leveraging Nemotron as a core blue-team model.The New Apex Predator: CrowdStrike CEO George Kurtz on Adversaries Armed With AI Agents · No Priors: Artificial Intelligence | Technology | Startups · Oct 22
- Collaborated on CrowdStrike's security models, with Nemotron used as a base model for blue-team defense.The New Apex Predator: CrowdStrike CEO George Kurtz on Adversaries Armed With AI Agents · No Priors · Oct 22
- Holds dominant hardware position and can shape networking standards through its market power.AI Agents Meet Reality: Access, Economics and Infrastructure · Techstrong Gang · Oct 19
- Named as a name that would rank well on quality screens.Bull Case for Coreweave, Putin Suggests Summit, and the Read on Retail 10/19/26 · The Exchange · Oct 19
- Trades around 10 times next year's EBITDA, seen as reasonable valuation by one panelist.Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26 · Halftime Report · Oct 21
- Trading at a modest multiple with strong earnings growth and buybacks, seen as a defensive tech holding.Cracks in the AI Trade, A Content Clash, and The Key Questions for SpaceX 10/20/26 · The Exchange · Oct 20
- Described as a modern vertically integrated stack controlling profit pools across layers.Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse · All-In Podcast · Oct 21
- Jensen Huang is building a vertically integrated stack spanning chips to applications.Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse · All-In with Chamath, Jason, Sacks & Friedberg · Oct 21
- Co-developing USFP optics and a quantum-AI protein model trained on its Hopper GPUs.NB596: Cisco, NVIDIA Plug New Optical Form Factor; TSMC Etches Another Record Quarter · The Everything Feed - All Packet Pushers Pods · Oct 19
- Pushing European AI factories and efficiency gains, reinforcing its central role in compute buildout.The AI Compute Shortage Is About to Get MUCH Worse · Milk Road Stocks · Oct 22
- Jensen Huang is securing massive supply across memory and logic, supporting continued chip demand.Ep. 039 - [EMERGENCY] Our Numbers Are "Insane." Here's the Proof. (Datacenters) | Jeremie Ontiveros, Reyk Knuhtsen, Jordan Nanos · SemiAnalysis Weekly · Oct 20
- Major Chinese tech firms reportedly ordering over 3 million chips, with demand exceeding planned production.Unrest in Europe & LeBron’s Season Debut 10/20/26 · Squawk Pod · Oct 20
- Jensen Huang argued the AI boom will pass through the current fear and transform industries.The AI Wealth Problem · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 19
- Partnership with HP Enterprise on a new production line supports AI hardware.Is Inflation About to Derail the Rally? with Andreas Steno | Macro Mondays - Oct. 19, 2026 · Real Vision · Oct 19
- Guest sees it trading under 15 times forward earnings, an attractive valuation.Why The Tech Selloff Just Reversed Course · Prof G Markets · Oct 20
- Its accelerated compute platform is central to AI-RAN and operator AI infrastructure deployments.Episode 38: Nvidia, Nokia advance AI-RAN at GTC · Mobile World Live · Oct 21
- Trades at low forward multiples and guest sees large upside from growth and re-rating.80% of S&P 500 Stocks Are in Correction Territory. These 3 Are Still Buys · Street Talk · Oct 20
- Chinese tech giants placed a large order for export-compliant workstation GPUs.OpenAI's Agents Switched Off Their Own Safety Monitors (Oct 21, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems, Daily AI News, ChatGPT, Gemini, Claude, DeepSeek · Oct 21
- Cited as an AI semiconductor name with strong momentum and rapidly growing fundamentals.Talk Your Book: The Case for Value and Momentum · Animal Spirits · Oct 19
- Model shows 31% failure probability and implied growth below historical growth; buy now.'Stocks Are Undervalued': 5 Stocks to Own, 5 to Avoid · Street Talk · Oct 19
- Central to the AI ecosystem with diversifying demand; expected to stay relevant regardless of AI IPO outcomes.Investment Strategist: 8 stocks WIN as Wall Street IGNORES this trade! · Full Signal · Oct 22
- DSX Pod factory approach aims to dramatically reduce AI infrastructure deployment timelines.AI Cyberattacks, Anthropic’s $500B Bet and the New Cost of AI Agents · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Oct 24
- Blackwell GPU rental pricing rising supports demand narrative for its hardware.Is Inflation About to Derail the Rally? · Macro Mondays · Oct 19
- CUDA platform bet built ecosystem lock-in that made it the default AI compute layer.Why Nvidia Kept Investing When the Market Said Stop · Unstoppable: For leaders who refuse to settle. · Oct 21
- Supplies onboard compute for Digit five and Jetson Thor for H2 plus configurations.Agility Robotics Digit vs Unitree H2: A 2026 Comparison of Practicality, Agility, and Price · Robot Comparisons — Deep Research on Robotics, Humanoids & Automation · Oct 24
- Huang pushes a sovereign AI compute deal in Kazakhstan with a gigawatt plan.Crosswire — October 24, 2026 · Crosswire · Oct 24
- New DSX-Pod design could cut AI data center installation time sharply.Oct 22: AI-Found PHP2Shell Flaw and Anthropic's Claude Duet · Valley Morning Briefing · Oct 22
- Stock rose about 5 dollars with heavy call buying in the top ten volume list.The Hot Options Report: 10-21-2026 · The Options Insider Radio Network · Oct 22
- Expanding supply chain and rolling out Vera Rubin systems; announced targets rely on partner execution.Trump's Power Order Meets the Cost of Building AI — October 22, 2026 · Concrete Compute · Oct 22
Bearish 13
- Seen as a liquidity proxy that could fall ahead of an Anthropic IPO.Is AI Actually Going to Kill Us? · Hell Money · Oct 21
- Cited as a major earnings contributor whose growth is part of the AI bubble concern.David Rosenberg: Bubbles, Bonds, and Boomers · Insight is Capital™ Podcast · Oct 23
- Its multiple is shrinking as investors price in eventual disruption and cyclical risk.Will Bitcoin Survive Quantum Computing? | Jordi Visser · The Pomp Podcast · Oct 24
- Highly exposed to AI demand with few other revenue streams if the boom fails.Hyperscale: Paris Marx on the Ambition and Excess of Big Tech’s Data Empires · Keen On America · Oct 20
- Accused of channel stuffing and inflating memory prices through excess GPU shipments.Is Nvidia Selling More Chips Than Anyone Can Use? · Prof G Markets · Oct 21
- Host sees its chip sales tied to circular AI spending that could unwind.Is the AI Doom Talk a PSYOP?? · Digital Dopamine · Oct 21
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- Backed financing deals that are now being pulled, raising circular financing concerns.11AM Hour: CrowdStrike CEO, Tech Investor Dan Niles & Moderna's Vaccine Data Leak 10/23/26 · Squawk on the Street · Oct 23
- Heavily held by a manager who entered late, with stock dipping sharply in recent months.10.19 | Better than a boycott · The World and Everything In It · Oct 19
- Accused of channel stuffing via forced early GPU deliveries that may mask weak underlying demand.Leaked Amazon document reveal they have too many GPUs | Ed Zitron · The Tech Report · Oct 22
- Accused of prioritizing AI chips, inflating GPU prices, and channel-stuffing revenue.Nvidia Accused of Causing the Graphics Card Shortage - Inside Games Roundup · Inside Games News and Podcasts · Oct 24
- Rapid chip rollouts obsolete older inventory bought with debt.10 Stocks Drove 60% of Gains: Is Your Index Fund Safe? · Deep Values · Oct 23
- Shares sold off in the AI-linked tech selloff.AI Fears Rise Again on Wall Street · WSJ What’s News · Oct 22
- Chip stocks fell as the semiconductor index dropped 3.2% on AI spending doubts.What’s News in Markets: Meta’s AI Bill, IBM’s Comeback, Musk Explores Merger · WSJ What’s News · Oct 24
Mixed 41
- Demand benefits Nvidia, but speaker suggests its CEO hype fueled artificial supply crunch.Amazon Has Warehouses Of GPUs That Can’t Be Installed + Shocking Campaign Allegations | The Tom Bilyeu Show · Tom Bilyeu's Impact Theory · Oct 21
- Record buyback and strong orders support it, but its data-center financing ties raise circular-deal concerns.The AI Debt Scare, a Rotation Into Value, and the Year-End Deadline You Can’t Afford to Miss · Money Matters with Dean Greenberg · Oct 19
- Trades at a relatively modest forward multiple despite the AI sell-off.Why The Stock Market Is Booming — But Your Paycheck Isn't · Prof G Markets · Oct 19
- Chinese workstation card orders exceed supply, but export rules and allocation trade-offs complicate outlook.No One Likes Any of Sam Altman’s 3 AI Endgames | TWiAI E36 · This Week in AI · Oct 22
- Discussed as central to the circular financing and AI spending debate with CoreWeave.It's a Bloodbath (EP. 487) · Animal Spirits · Oct 21
- Dominant hardware player, but margins may be pressured as models and inference commoditize.20VC: Why Robotics Will be 100x Bigger than Coding Agents | Inference Will Be a $10TRN Market: What No One Sees | Why Software Investors are F***** Today with Naveen Rao, Unconventional · 20VC · Oct 24
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- Central AI chip supplier, but customer lending and spending sustainability raise red flags.Rob Arnott on the Hidden Costs of Passive Investing and the Real Winners From AI · Excess Returns · Oct 21
- Maia 300 raises competition concerns, but hosts say Nvidia remains central and its backlog is strong.Meta and Google Rejoin the Frontier, Microsoft's Maia 300, and the AI Credit Scare | The Six Five Pod Ep. 324 · The Six Five with Patrick Moorhead and Daniel Newman · Oct 19
- Strong demand for compute, but its financing of customers raises concerns.Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip? · Excess Returns · Oct 24
- Strong demand but margins may compress; trades at low multiple on 2028 earnings.What If We’re Still Early in the AI Boom? · Know Your Risk Podcast · Oct 23
- Mentioned as doing well, but tied to a costly cloud-dependent AI model that may be overbuilt.The Most Polite Financial Mugging? Max Wolff on the AI Bubble & Japan / 最後にババを引くのは誰？｜AIバブルと日本経済 · Malveaux: The Room · Oct 23
- Stock rose modestly on SpaceX compute plans, though reaction was muted.Is The AI Trade Over? | Jack & Max on Panic in AI Credit, SpaceX Earnings, and Semis · Monetary Matters with Jack Farley · Oct 20
- Rubin timing may slip on supply chain issues, prompting a cautious call despite strong demand.Nvidia, Memory & the Next Phase of the AI Trade | Protect the Pile Episode 29 w/ Felix Wang · Hedgeye Podcasts · Oct 24
- Hinted at co-packaged optics arriving sooner with Rubin Ultra, though volume is doubtful.WFE to the Moon (Still), Semicon West and OCP Insights · The Circuit · Oct 19
- Expected to benefit regardless of AI spending outcomes, though AI capex skepticism weighs on it.Why Crypto Is Holding Up as the AI Trade Starts to Crack · Bits + Bips · Oct 20
- Dominant in AI chips but faces challenges from in-house silicon and large European investments.The Weekly Deep Dive: Smarter Software Agents And The End Of Chat Boxes · The RAIZOR Report: Your Weekly AI News Update · Oct 19
- Circular financing and idle chip inventory raise questions about future sales.Credit Stress in the AI Boom: When Debt Becomes the Market's Achilles Heel · InvestTalk · Oct 22
- Rebounded with AI chip names, but sensitive to AI spending sustainability worries.11AM Hour: EQT Chairman, TD Bank Vice Chair & Anthropic Gets Philanthropic 10/19/26 · Squawk on the Street · Oct 19
- Strong growth and margins, but heavy customer concentration and eventual competition raise risks.Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80 · The Real Eisman Playbook · Oct 19
- Strong demand and cash flow, but questions about long-term margins and competition.Squawk on the Street 10/19/26 · Squawk on the Street · Oct 19
- Central AI chip supplier; valuation looks reasonable but concentrated AI capex exposure is a risk.Carnegie Mellon's Miles Dieffenbach: Can Mega Funds Still Produce Venture Returns? · Origins: Inside Venture Capital · Oct 20
- Investor in many neoclouds and defending CoreWeave, while restricting internal AI use.Neocloud Nscale's IPO in Jeopardy After Microsoft Pulls Out · Nobody Special Finance · Oct 19
- Benefits from a compute market existing but cannot run it without losing neutrality.The Programmable Data Center — Evan Conrad, SF Compute · Latent Space · Oct 20
- Part of the AI trade whose revenue and returns are being questioned in the sell-off.Cameron Dawson: Americans Have Never Been This All-In on Stocks · RiskReversal Pod · Oct 23
- Shifted from chip supplier to cloud partner, but its GPUs are concentrated among few customers.Episode 114 - Bringing AI to academia with Stephan Fabel, ThisWay Global · DCD Zero Downtime: The Bi-Weekly Data Center Show · Oct 22
- Tied to the data center boom but exposed to any slowdown in hyperscaler spending.Tesla’s flying car, the AI boom’s biggest question & how to survive a market crash · Equity Mates Investing Podcast · Oct 21
- Concentrated revenue and channel-stuffing claims are disputed, though it retains strong pricing power.The Most Concerning AI Bubble Signals · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 23
- Part of the concentrated AI trade whose moves drive broader market dispersion.Nothing Matters in the Market Until It Does with Mike Tracey · RiskReversal Pod · Oct 19
- Chips central to AI buildout; rental demand still strong though infrastructure borrowers are at risk.Felix Nikolas Prehn: How AI Infrastructure Fueled By Borrowing Can Break Markets · Felix Nikolas Prehn's Podcast · Oct 19
- Still central to AI compute demand while GPU rental prices keep rising.Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook · UBS On-Air: Market Moves · Oct 23
- Strong performance gains justify premium pricing, but custom chips threaten its roughly $40B margin pool.The AI Hardware Value Trap: Why 3x Earnings Can Lie | Stock Market · Deep Values · Oct 25
- Central to GPU capex; value depends on whether demand outpaces overcapacity and obsolescence.Ken Griffin: AI Bulldozes Moats, GPUs Echo the 2000 Bust | Investor Playbook · Deep Values · Oct 25
- Dominant AI GPU supplier, but facing growing competition from custom chips like TPUs.Strategy Sunday: XRP Moves the Money, TSMC Races to Meet AI Demand & Google Builds Its Own Chips · Strategy Sunday w/Armando Pantoja · Oct 19
- Hosts discuss bare-metal compute demand as a short-term bottleneck that may resolve over time.AI Bubble's Hidden Liabilities: 75¢ of Every $1 Is Circular · Deep Values · Oct 24
- Best business in the room at about 13x earnings, but loan guarantees and stakes make the host hold without adding.Investor's Corner: Sell the Shovels, Keep the Cash · YPO Technology Network AI Brief · Oct 24
- Strong growth and fair multiples, but China exposure to Taiwan supply and reliance on data centers are risks.I Ranked The Mag 7, One Stood Out · Nanalyze · Oct 19
- Part of AI basket hit in selloff, though AI investment story still seen as intact.Top of the Morning: CIO Strategy Snapshot - Sustainability of the AI trade · UBS On-Air: Market Moves · Oct 19
- Software habits face challenge from Amazon and Google tools, though hardware demand stays strong.The DeepSeek Ban Meets a $50 Breach Nobody Can Cancel · The Context Report: Today in AI · Oct 20
- Earnings are strong, but its multiple fell 48% as investors discount customer concentration risk.The AI Bubble Isn't Where You Think It Is · Prof G Markets · Oct 24
- A dedicated low-wattage inference chip from Nvidia could shift the landscape, though none is confirmed.The Energy Crisis Hiding in Your Robot's Data Center · The Robotics Podcast with Fexingo: Autonomous Systems, Industrial Robots, and Hardware · Oct 19
- Compute demand remains strong, but worries about deployment and over-delivery persist.Why Investors Are Reducing AI Exposure · The Markets · Oct 23
Neutral 46
- Named as an early large customer of Greptile's code validation product."You Can See Everything" Sparks Debate, 17% GDP Growth Please, Call of Duty Campaign Review | Katie Drummond, Bing Gordon, Daksh Gupta, Jean-Denis Greze, Quinten Farmer · TBPN · Oct 19
- Guest says he is neither long nor short but expects it to be a great short eventually."Coreweave's a Zero" | George Noble on Why He's Short Neoclouds, Why AI is a Shale 2.0 Bubble Headed for Debt/Depreciation Brick Wall, and Why He's "Coming For The Momentum Bros" · Monetary Matters with Jack Farley · Oct 23
- Mentioned as a chip supplier whose compute is hard to obtain, tied to AI spending.AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France? · All-In with Chamath, Jason, Sacks & Friedberg · Oct 23
- Mentioned as chip maker responding to security concerns and acquiring Hugging Face.AI WORMS!? Microsoft CEO Says AI Agents Should be viewed as Insider Threats & AWS Data Centers in Indiana County? · Bourbon with Brad · Oct 19
- CUDA development speed cited as evidence of faster technical progress.AI:AM Highlights: Clean Neurons, Black October, the GPU Credit Crunch, and Buying the Supply Chain · The Cognitive Revolution · Oct 24
- Supplies the Grace Blackwell GPUs used to train Mistral's models.Mistral Is SO Back: Inside Le Chonk, the West’s Biggest Open Model (Pierre Stock, VP Science, Mistral) · The MAD Podcast · Oct 22
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- Hardware supplier for Mistral's Grace Blackwell cluster; also released Nemotron 3.5.Mistral Is SO Back: Inside Le Chonk, the West’s Biggest Open Model (Pierre Stock, VP Science, Mistral) · The MAD Podcast: How AI Gets Built — with Matt Turck · Oct 22
- Investor in Point2; has historically favored copper over optics for power reasons.RF Over Plastic Is a Third Option Between Copper and Optics: Point2's Sean Park · Semi Doped · Oct 23
- Discussed as a deep partner and competitor in AI accelerators, with supply constraints across chips.Amazon CEO Andy Jassy on Why Amazon Is Investing $220 Billion in AI · The a16z Show · Oct 23
- Mentioned as a supplier competing with Amazon's own AI accelerators.Amazon CEO Andy Jassy on Why Amazon Is Investing $220 Billion in AI · The a16z Show · Oct 23
- Central to AI spending but discussed mainly as part of a circular industry ecosystem.Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez Kassam · The Pomp Podcast · Oct 20
- Mentioned as taking large margins from the AI hardware layer.The Frontier Ideas a16z Wants to Fund | Marc Andreessen, Ben Horowitz & Chris Dixon · The a16z Show · Oct 22
- Mentioned as a daily earnings comparison point for Samsung.StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655 · The Meb Faber Show - Better Investing · Oct 23
- Jensen Huang is cited as viewing AI as ordinary technology that can be controlled.JB Pritzker thinks AI could help us live to 100 — or threaten us like nukes · Decoder with Nilay Patel · Oct 19
- Mentioned as the GPU supplier whose chips drive data center spending.SPCX and TSLA Q3 Earnings: Financials, Valuation, and Risks · Deep Values · Oct 21
- Designs its chips in California, which are manufactured by TSMC in Taiwan.Will Canada sacrifice democratic Taiwan to China’s communists? · Full Comment · Oct 19
- Mentioned as a chip supplier whose older hardware still earns strong returns in SpaceX's data centers.SpaceX Could Overtake Nvidia, Microsoft & Google in the AI Race · Milk Road Stocks · Oct 19
- Its executive was present at the White House meeting urging self-regulation rather than restraint.#27 - Anthropic’s $2 Trillion IPO and the White House AI Accord Nobody Has to Follow · Signal Podcast · Oct 23
- Its software ecosystem is cited as the moat competitors must match.Episode #112: From the PC to the Robot Dog: How Do Normal People Get Through the Next Shift? · Stewart Squared · Oct 22
- Current GPUs are the hardware that runs Sandbox AQ's models.The Next AI Breakthrough Isn't Chips — It's What They're Made Of (with Shalini Sharma, Ph.D.) · Chip Stock Investor Podcast · Oct 23
- Showed co-packaged optics in its NVL576 rack concept at OCP.MicroVCSELs vs MicroLEDs, a MicroExplainer · Semi Doped · Oct 20
- Shares fell in the broad AI selloff but were only slightly down on the day.Musk Gives SpaceX Shares to 73M Kids, Anthropic $100B Promise & ASML Ties CEO Pay to Employee Morale · Future Ready Leadership With Jacob Morgan · Oct 23
- Discussed as an example of an equity option that Hypercall lists for 24-7 trading.The Crypto Rundown 243: Are you Hyped to Trade Nvidia Options on HYPE? · The Options Insider Radio Network · Oct 20
- Mentioned as now earning more revenue per quarter than Microsoft.Satya Nadella on chasing frontier labs, “SI,” & succession at Microsoft · Future Proof from Semafor Technology · Oct 21
- Mentioned as signing an open letter opposing premature restrictions on open-weight models.Can OpenAI and Anthropic Justify Their Valuations? + Flock, Privacy, and Plummeting Crime · The Prof G Pod with Scott Galloway · Oct 19
- Chip supply currently exceeds data center capacity; Jensen Huang is securing supply aggressively.Ep. 039 - Brad Gerstner Cut Our 2027 Forecast in Half. We Raised It. (Datacenter, Energy) | Jeremie Ontiveros, Reyk Knuhtsen, Jordan Nanos · SemiAnalysis Weekly · Oct 20
- Mentioned only in passing as part of the AI compute buildout.Elizabeth Holmes and Theranos, AI Data Center Forecast Jumps, Poppi’s Pepsi Deal | Diet TBPN · TBPN · Oct 20
- Frequent chip upgrades make financed hardware obsolete faster.Who Really Pays for AI Data Centers? · Patrick Boyle On Finance · Oct 25
- Named as a likely popular single stock futures contract, with no investment view given.Talk Your Book: Investing in Single Stock Futures · Animal Spirits · Oct 24
- Speaker says he won't short it, but AI story is showing signs of fraying.Lobo Tiggre:Uranium at a 15% Discount Is a Gift From the Market · In it to Win it · Oct 23
- Named as part of the AI hardware trade driving index concentration; no specific call made.Why Buffett Would Be Short the “AI Horses” Right Now · The Acquirers Podcast · Oct 24
- GTC conference in Berlin with investor focus on demand outlook and European investments.Musk backs Tesla-SpaceX merger · Squawk Box Europe Express · Oct 21
- Mentioned as a mega-cap trading near market-average multiples in the valuation discussion.Investors Shoot for the Moon · Motley Fool Hidden Gems Investing · Oct 19
- Named by the IRGC as a potential target, mentioned without investing implications.Create Positive Change: US Secretary of State Encourages Cuban Population to Partner With CIA + US First Lady Mediates Russia - Ukraine Humanitarian Ceasefire + UK Fighter Jets Deploy to Defend Cities & Infrastructure in Saudi Arabia; No Offensive Strikes · I - On Defense Podcast · Oct 24
- Mentioned as an example of an equity compensation package advisors may need to navigate.Interview with Mike Murphy Co-Founder of TextTonality · Business Innovators Radio · Oct 22
- Mentioned as the GPU maker whose chips the industry commonly uses alongside Google's own hardware.Episode 5: The Architect - Linwei Ding · The Espionage Files · Oct 19
- Mentioned only in passing in the AI context; no direct investing view given.AI Is Breaking Into Everything! Is This the End of Bitcoin? | Truth Block · Simply Bitcoin · Oct 23
- Named as compute supplier for Digit five's onboard systems.Agility Robotics Digit vs Unitree G1: Production Workhorse or Flexible Research Platform? · Robot Comparisons — Deep Research on Robotics, Humanoids & Automation · Oct 21
- Mentioned only indirectly as part of the AI build-out driving index gains.The World Is Burning Markets Are Ripping & Bitcoin Is Next! | Truth Block · Simply Bitcoin · Oct 20
- Jensen Huang said neocloud demand is strong but capital is scarce.Oct 23: Holes in OpenAI's Agent Monitor; Claude Proves No Crashes · Valley Morning Briefing · Oct 23
- Top most-active options name; shares rose nearly $3 with heavy call-side volume.The Hot Options Report: 10-19-2026 · The Options Insider Radio Network · Oct 20
- Referenced within the broader AI stock selloff and build-out debate.AI Rout Finds a Floor. For Now. · WSJ What’s News · Oct 23
- Reported Samsung memory base-chip deal is unconfirmed and has no clear investing implication yet.Oct 19: OpenAI's agents break in again; Claude solves the NSA curve mystery · Valley Morning Briefing · Oct 19
- Top options contract of the day, but stock fell slightly and trade was described factually.The Hot Options Report: 10-20-2026 · The Options Insider Radio Network · Oct 20
- Implied beneficiary of growing compute demand from digital agents, not discussed directly.Bitcoin Isn't an Anti-Government Trade. It's an AI Trade. · Less Noise, More Signal · Oct 25
- Mentioned only as one of the conference keynote presenters.Formula E on pace at COMSOL Conference 2026 · Following the Photons: A Photonics Podcast · Oct 20
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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