Nvidia, every mention
2 scenes (said by Alex Sacerdote), 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
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.