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slash Wall Street. Right now we think it's about 50 percent, about half of U.S.

households, and we think by the year end 28 it it'll be 80% of US households.

Jackson, my vocal coaching, please.

Just imagine that you're talking to a friend in a coffee shop on a roller coaster.

Hello there!

Welcome to the Barron Streetwise Podcast.

I'm Jack Howe, and the voice you just heard is John Hudlick. He's a telecom and cable analyst at UBS and he's talking about a fiber broadband land grab. In just a bit we'll hear about that and what it means for

cable stocks. Before that we'll say a few words about a certain AI chipmaker,

not that one or that one, another one.

Listening in is our audio producer Jackson,

hi Jackson, hey Jack.

Did you hear the big news about NVIDIA every week because that's all people talk about.

It's all it's all in video all the time. But this week, of course, what, it topped $3 trillion in market value and it passed Apple to become the second biggest company in the S&P 500.

I remember early in the pandemic we had NVIDIA founder Jensen Wong on this

podcast, that was 2020, and I distinctly remember you telling me that you had sold everything you owned at that point and put it all in a video

You were gonna hold it forever have I got that right?

No Unfortunately not, yeah.

I'm sorry.

Well, the stock's up.

...