By Yahoo Finance Video
Publication Date: 2025-11-17 11:00:00
00:00 Speaker A
Thanks so much for hopping on. So just as you look at the quarter for Nvidia, uh, next week, what are a couple of things that you and your team are going to be looking at for a sense of not just their own business, but where Nvidia what Nvidia can tell us, let’s say about the broader uh AI spend right now.
00:26 Speaker B
Well, well, I mean, Nvidia is by by far the largest supplier in the market. So I think what they tell us is going to really be a good indicator of where AI spending is right now. And they’re going to have very positive things to say. Uh, so we’ve done checks in Taiwan. Uh, the the Taiwanese supply chain is continuing to see upward momentum. Uh, had conversations with people selling into their products in the US, same thing. We’ve heard it publicly from the CSPs, right? They they are spending more on AI. Um, you’ve heard from companies like Super Micro where they’re expecting sales to roughly double, uh, Q on Q tied to, uh, better shipments of the pretty much Nvidia AI racks. Um, and and so I I I think Nvidia is going to have really positive things to say about Q three, Q four.
01:21 Speaker A
You know, I’m curious how you think about the stock at this point. Um, and I ask because when you look at Nvidia on a valuation basis, we always have this conversation, it’s pretty reasonable, especially against a lot of its peers, um, and really where the stock has been over the last couple of years. It’s grown into…
