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Nvidia

5 statements across 4 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Feb 12, 2026 by Codie Sanchez · said 13 times in 5 episodes since 2024 · across every show →

Mentions by year

brought up most by Scott Galloway (8), Codie Sanchez (4), Bill Gurley (1)

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002244202420252026episodesmentions per episode
2026 9 mentions in 4 episodes 2 per episode
2024 4 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Nvidia, oldest first

Feb 12, 2026 bearish
Assertion Supported
Sanchez: NVIDIA market cap exceeds all major US and Canadian banks combined
“NVIDIA alone is now worth more than all major US and Canadian banks combined.”
Codie Sanchez Feb 12, 2026 ▶ 1:50 The 12 Investing Rules Billionaires Never Discuss Publicly
Mar 4, 2026 bullish
Assertion Not checkable as stated
Gurley: S&P 500 index was the best AI bet due to Nvidia weighting
“The best bet all along has just been the index, like the S&P index, because you were exposed to AI, because NVIDIA became such a large part of it.”
Bill Gurley Mar 4, 2026 ▶ 14:40 The Most Important Career Advice You'll Ever Hear (In The AI Era) | Bill Gurley
Mar 9, 2026 neutral
Assertion Not checkable as stated
Galloway: Missing the top seven tech stocks leaves investor returns flat
“If you don't own one of those seven stocks, you've underperformed the market and your returns are probably flat.”
Scott Galloway Mar 9, 2026 ▶ 1:23:34 Scott Galloway: The ONLY Savings Strategy You Need
Jul 28, 2026 neutral
Assertion Supported
Sanchez: Jensen Huang Has 60 Direct Reports at Nvidia
“He has 60 direct reports, six zero. Most CEOs have eight to 10.”
Codie Sanchez Jul 28, 2026 ▶ 8:19 Stop Being Nice: The C.L.E.A.R. Method for Earning Respect
Jul 28, 2026 positive
Assertion Partly supported
Sanchez: Nvidia Has 2% Turnover and 5x Longer Employee Retention
“Now it sounds brutal, but NVIDIA's employees stay five X longer than industry average. Turnover is two percent.”
Codie Sanchez Jul 28, 2026 ▶ 8:44 Stop Being Nice: The C.L.E.A.R. Method for Earning Respect
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