Riding Nvidia’s Wave: Other AI Stock Plays, Plus A Closer Look at its Valuation 5/25/23 - podcast episode cover

Riding Nvidia’s Wave: Other AI Stock Plays, Plus A Closer Look at its Valuation 5/25/23

May 25, 20238 min
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Episode description

Nvidia stock is surging today and nearing a trillion dollar valuation, driven by spiking demand for its AI GPUs. But there may be other ways to play that boom. Taiwan Semi manufactures Nvidia and other big tech companies’ chips, and Softbank-owned Arm helps companies bring AI chip design in-house, cutting out the middleman. The stock is actually cheaper now than it was yesterday, thanks to a “guidance for the ages.” 


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