NCS Capital, every mention
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tap a year for its mentions
every year anyone David Rosenthal 2Ben Gilbert 1
Verbatim, from the transcripts: the passages where NCS Capital comes up
Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
- ▶ 2:07:05 David Rosenthal Yeah, we talked to many people in preparation for this episode, but one of the most interesting conversations was with some of our favorite public market investors out there, the NCS Capital guys.
- ▶ 2:07:23 David Rosenthal They made the point that data center revenue and data center CapEx is some of the stickiest revenue that is known to humankind.
Costco (Audio) · Acquired
- ▶ 2:37:21 Ben Gilbert As our friends at NCS Capital would remind us.