Nvidia Booms

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 25 May 2023

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

The graphics processing maker became $200 billion more valuable in a single day. (00:21) Jim Gillies and Ricky Mulvey discuss: - Nvidia’s blockbuster quarter and valuation questions to consider. - The history of tech cycles and lessons for investors. - If Best Buy needs sales growth to reward shareholders. Plus, (16:21) Tim Beyers and Meilin Quinn interview Digital Ocean CEO Yancey Spruill about how the cloud service provider differentiates itself from competitors like Microsoft and Amazon. Companies discussed: NVDA, BBY, QCOM, CSCO, INTC, MSFT, DOCN, AMZN Host: Ricky Mulvey Guests: Jim Gillies, Yancey Spruill, Meilin Quinn, Tim Beyers Engineers: Dan Boyd, Heather Horton Stock Advisor Roundtable podcast: https://open.spotify.com/episode/0RhY5qYNv1l2AyS4g8LV1d?si=ded6d6d1cdda46cb Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	I'm Ricky Mulvey joining us now is former NVIDIA shareholder Jim Gillies.
0:25.3	Good to see you on this day of all days.
0:28.0	You're going to stick the knife in right to start.
0:30.5	Are you Ricky?
0:31.3	Okay.
0:31.4	I think you got some knives to stab back.
0:35.6	This morning, investors cheered NVIDIA's place in the AI race.
0:39.6	NVIDIA builds graphic processors and the company made $7 billion this quarter.
0:44.2	But analysts really liked the guidance.
0:46.0	NVIDIA expects an extra $4 billion in sales next quarter.
0:50.8	Jim, what went through your mind when you saw that the stock gained a full McDonald's today?
0:56.0	I should clarify a couple things.
1:01.1	I think I sold my shares in 2010.
1:03.1	It's been a while.
1:05.2	They were part of an option strategy that doesn't look too good now,
1:08.0	but I did lack a crystal ball at the time and still lack one today.
1:11.6	I also too.
1:12.4	Is it NVIDIA or NVIDIA?
1:14.4	I've always...
1:15.2	Maybe it's a Canadian thing.
1:16.4	I've always called it NVIDIA.
1:18.8	Anyway.
	...

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