Nvidia, every mention
26 scenes, the whole family · ← back to Nvidia
tap a year for its mentions
every year anyone Josh Wolfe 7Rajiv Jain 4Louis-Vincent Gave 3Jeremy Grantham 3Alex Sacerdote 3Ryan Lovell 2Josh Brown 2Anil Seetharam 2Stephen McKeon 1Rodney Comegys 1
Verbatim, from the transcripts: the passages where Nvidia comes up
Moat Investing Nuances – Pat Dorsey (EP.509)
- ▶ 1:01:34 Pat Dorsey I'm going to be a diversifier in your portfolio, or I'm not going to own a lot of NVIDIA or whatever it might be.
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 31:24 Rajiv Jain If you look at NVIDIA, which reported the clean free cash flow was twenty-five billion dollars. 4 times in the scene
Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
- ▶ 31:41 Rodney Comegys The market has decided the price of Apple, NVIDIA, Tesla.
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- ▶ 0:45 Jeremy Grantham So here we are, with Nvidia looking like Amazon Square, the money dwarfing any CapEx program in history.
- ▶ 48:32 Jeremy Grantham With Nvidia looking like Amazon Squared, the money dwarfing any CapEx program in history, everyone being clear in their mind that this is the biggest thing they've ever had in their lives, and they're right. 2 times in the scene
Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
- ▶ 23:01 Ryan Lovell You're the treasurer of Apple or NVIDIA. 2 times in the scene
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- ▶ 27:15 Jonathan Lewinsohn What I worry about is do we have any clue what an H 100 is going to be worth in three years?
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 19:29 Alex Sacerdote And similarly, we loaded up on NVIDIA right after ChatGPT in January, 20, 23. 2 times in the scene
- ▶ 28:25 Alex Sacerdote oh my God, the first year NVIDIA's revenues did this, it has to go down.
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- ▶ 37:04 Josh Wolfe I said, no, they're NVIDIA chips that aren't even on the market yet. 4 times in the scene
- ▶ 37:26 Josh Wolfe That you need hundreds of thousands of H-one hundred chips and these clusters of data centers, which in turn fuel a demand for next generation energy of people funding modular reactors, speculative companies that I think are borderline…
- ▶ 43:34 Josh Wolfe CoreWeave then pays NVIDIA. 2 times in the scene
Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472)
- ▶ 46:58 Daniel Mahr When you're running a back test through the better part of the last decade, ChatGPT knows that Nvidia became a multi-trillion dollar company.
Jay Ripley – Emerging Manager Selection at GEM (EP.470)
- ▶ 52:26 Jay Ripley That was NVIDIA or pick your big cap stock.
Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
- ▶ 54:16 Hugh MacArthur That can be a wonderful thing because those tech stocks have done great, but at some point individuals say, well, I have enough of that exposure to Nvidia.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 1:04:27 Louis-Vincent Gave They sold products where it's like, okay, I tell you, buy Nvidia, but if Nvidia goes down 50%, then you lose all your money. 2 times in the scene
Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
- ▶ 1:10:20 Ed Grefenstette I think NVIDIA is a play on many different themes and theses, but ultimately we're talking about
Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
- ▶ 50:32 Anil Seetharam And so while let's say a company like NVIDIA is an extraordinary business by all accounts and one we've looked at, we just don't think we would be a great owner of that business at this point in time. 2 times in the scene
Ben Hunt - The Stories that Drive Markets (EP.393)
George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)
- ▶ 51:19 George Mikulakis And the number of people that tell me they're going to shorten video or have it short in video, I'm just giving you a recent example.
Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)
- ▶ 48:06 Nicolai Tangen And I asked Jensen Huang of NVIDIA, how much do you work?
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 10:57 Louis-Vincent Gave I'm going to hold on to my Facebook, and that's going to come back, and I'm going to hold on to my Netflix, and I'm going to hold on to my Nvidia, because these are great companies, and it's going to come back.
Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)
- ▶ 34:09 Stephen McKeon What you hear about is the metaverse from NVIDIA and Facebook, and obviously all the activity that's happening within Web three is really just an extension of the world we're already living in.
Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
- ▶ 14:13 Aydin Senkut And it's so funny that then permeated to other companies like Nvidia.
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 48:35 Jeff Hausenbold Japan spin out with this impending sale of ARM to NVIDIA with some monetization in Alibaba stake.
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
- ▶ 53:50 Josh Brown Buy NVIDIA? 2 times in the scene