By Yahoo Finance Video
Publication Date: 2025-12-31 14:58:00
00:00 Brian
Eric, getting back to Nvidia. This is a stock you and I have talked about, I don’t know, 12,000 times this year at various points. But we we come out blasting next year. January 5th, uh you have Nvidia CEO Jensen Wang, key speech again at CES. What do you want to hear from him if you’re bullish the stock more broadly, it like it sounds like you are. What do you need to hear from him to to stay that stay bullish here?
00:25 Eric
I think it’d be great to hear more uh success stories, case studies of uh the applications that people have started to roll out that really prove the the payback for from the investment. Uh, the the the street has been overly focused on just how much and how long the investment phase has gone into and I think they’re uh waiting for that kind of proof point of of just how efficient or uh how quickly like uh new revenues can ramp post uh AI bubble. So, um, more stories like that, whether it’s from Jensen or from the the the new CEOs of of the new businesses themselves. I I do want to point out though Brian, uh one thing. Uh right now Walmart and Costco are trading at 40 times forward PE. We never hear about a retail bubble. We never hear about a big box bubble. And even though Domino’s Pizza has come down recently and I think in the last six months, I think at this moment Domino’s Pizza still trades at a higher forward PE ratio than Nvidia. When do we talk about the pizza bubble, Brian? Like, what what’s going on…
