Nvidia
includes NVIDIA H100, NVIDIA Chipsets
10 statements across 6 episodes · 5 bullish · 5 bearish · 6 people on the record · first statement May 28, 2024 by Morgan Housel · said 42 times in 11 episodes since 2020 · across every show →
Mentions by year, the whole family
brought up most by Josh Wolfe (9), Anthony Scilipoti (8), Garry Tan (5), Bret Taylor (5), Shane Parrish (4), Morgan Housel (3), Nicolai Tangen (2), Matthew Holland (2)
tap a year for its mentions
2026 3 mentions in 2 episodes 2 per episode
2025 33 mentions in 6 episodes 6 per episode
- Josh Wolfe: Human Advantage in the World of AI
- Forensic Account: The Bubble No One is Talking About | Anthony Scilipoti
- Y Combinator CEO Garry Tan: Turning Ambitious Misfits into Founders
- Bret Taylor: A Vision for AI’s Next Frontier
- How to Win by Being Right and Contrarian: Lessons from Zappos to DoorDash
- Elad Gil: How to Spot a Billion-Dollar Startup Before the Rest of the World
- every mention in 2025, scene by scene →
2024 4 mentions in 2 episodes 2 per episode
2020 2 mentions in 1 episode
Everything said about Nvidia, oldest first
May 28, 2024 bullish
Housel: A tiny fraction of outlier stocks drives majority of market returns
“It's always going to be the case that a very small number of stocks account for the majority of returns. So recently it's been Fang plus Nvidia. If you didn't own those stocks, Fang plus Nvidia over the last decade, your odds of outperforming are very, very lo…”
Jan 21, 2025 negative
Mar 4, 2025 bullish
Wolfe: Nvidia can reinvent itself with its cash and margins
“I think that their ability with that market capitalization and that cash and the margin that they have, they can reinvent and buy a lot of things. So I think Jensen is a thoughtful capital allocator. I think he's benefited and caught lightning in a bottle over…”
Mar 4, 2025 bullish
Wolfe: SK Hynix will bypass export controls easier than Micron
“I think Micron is a US company which is going to be more constrained by restrictions that are put on export control, and I think SK being a Korean company is going to be able to skirt those in the same way that NVIDIA has with, you know, distribution to China …”
Apr 15, 2025 bearish
Apr 29, 2025 bullish
Apr 29, 2025 bullish
Garry Tan: AI infrastructure demand will scale to the Manhattan Project's level
“I mean, NVIDIA just, you know, has an out and out. Like, for now, they're just so far ahead of everyone else. I mean, it can't last forever, but I think that, you know, the demand for building the infrastructure for intelligence in society is going to be absol…”
Oct 28, 2025 bearish
Oct 28, 2025 negative
Scilipoti: Private equity blindly piles into companies Nvidia invests in
“If you see that my name as a key investor and a leader in this industry is making an investment in this company, well, then what does everybody else do? Warren Buffett tells you he's buying something. What does everybody do? They go buy it. Well, if NVIDIA is …”
Oct 28, 2025 bearish
Scilipoti: Vendor-Financed AI Chip Bubble Is Highly Vulnerable to Collapse
“But if this is happening over hundreds of transactions, where it's making investments like this, in its own customers, then what ends up happening if all of a sudden it runs out of the ability to get cash or the customers end up having problems selling service…”