Nvidia, every mention
7 scenes (2026), the whole family · ← back to Nvidia
tap a year for its mentions
every year 2026 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?