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Motley Fool Hidden Gems Investing

The NVDA Show

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 22 February 2024

⏱️ 26 minutes

🧾️ Download transcript

Summary

What does Nvidia’s blockbuster quarter signify for the future? (00:21) Tim Beyers and Deidre Woollard discuss: - What is fueling Nvidia’s growth? - How far the demand for GPUs can stretch. - What concerns Tim about Nvidia’s capital allocation. Companies discussed: NVDA Host: Deidre Woollard Guest: Tim Beyers Producers: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Now boarding the invidi rocket chip. This is Motley Fool Money. I'm Deidro Willard here with Motley Fool analyst Tim Byers. Tim, how's your Thursday going?

0:26.0

Well, he caffeinated, ready to go and apparently I need to be because there are caffeinated stocks.

0:32.0

There are caffeinated stocks or rather there's a caffeinated

0:37.1

stock that seems to be supercharging the whole market we got a talk in video today we're gonna talk about it for for the whole market. We got to talk Invidia today. We're going to talk about it for the whole show.

0:46.0

It felt like the market was just like poised, ready, waiting for this for this moment and you know I almost don't want to talk about the numbers

0:56.0

because it's just it's all these giant numbers but we got to do it so you know

1:00.3

revenue up 22% quarter over quarter but up over

1:04.0

265% from a year ago.

1:06.8

For the full year it came in with nearly 61 billion in revenue.

1:10.4

So we know AI is the story here, but everyone seems to want to know is this sustainable?

1:16.8

What do we make of this? Oh no these growth rates are not sustainable. No one no one should kid themselves and think that these growth

1:25.6

rates are sustainable. It will slow down. Law of large numbers never fails.

1:30.1

Just like, you know, as my friend Carl Teal likes to say, gravity is responsible for most

1:35.6

falling deaths. All of large numbers is always responsible for a of growth for longer than we expect and that is what gets people excited about a

1:58.2

company like NVIDIA Ditra.

2:00.3

Excited and also a little bit worried but so let's talk a little bit about what's

2:07.4

driving this growth so on the earne is called a lot of talk about this

2:11.0

transition from general to accelerated computing.

2:14.5

You've still got a supply problem here.

2:17.2

You've got just massive demand and the orders just seem to keep coming in.

2:22.0

Yeah, that's true. And you could see it in the financial... orders just seem to keep coming in.

2:22.8

Yeah, that's true.

...

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