Nvidia Shoots For The Stars

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 24 August 2023

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

Just how big can Nvidia get? For CEO Jensen Huang, it’s to infinity and beyond. (00:21) Tim Beyers and Deidre Woollard discuss: - Nvidia’s strong quarter and the cyclicality of chip demand. - Why Nvidia isn’t the only game in town for AI chips. - How Snowflake’s data warehouse solutions might grow over time. Companies discussed: NVDA, AMD, INTC, SNOW Host: Deidre Woollard Guest: Tim Beyers Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	In videos, stratospheric run isn't done yet.
0:08.5	Motley Fool Money starts now.
0:21.2	Welcome to Motley Fool Money.
0:22.6	I'm Deedra Willard here with Motley Fool Analyst, Tim Byers.
0:25.7	How are you doing today, Tim?
0:27.3	We've got a little rocket ship thing happening within video.
0:36.3	I was one of those weirdos last night waiting until 4 o'clock, 4 o'clock, refreshing the investor
0:41.8	relations page to see what happened.
0:44.4	I think I was not disappointed.
0:46.4	Revenue up 101% year-over-year data center sales growth.
0:51.6	Just crazy.
0:53.2	Gross margin was up 26.6 points.
0:56.2	This is so good.
0:57.2	It makes me nervous.
0:58.2	Tim, should I be nervous?
1:00.2	No, I don't think you should be nervous.
1:02.2	But I will say that the market seems to either have priced in most of the growth we're
1:11.8	already seeing or there's just general unsettledness around the market and so the stock isn't
1:18.6	rallying the way you would normally expect it.
1:21.7	As we're recording this, Deedra Nvidia is up only 3.5% and 4 results like this.
1:28.6	You would expect maybe even 3 months ago we would have seen a 20% or even a 30% move.
1:36.2	We're not seeing that.
	...

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