What podcasts say about Nvidia Corporation
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Nvidia Corporation
97 statements · 63 positive · 25 negative · 3 mixed · 6 neutral
NVIDIA’s revenue will eventually decline as borrowing costs rise.
“At some point, NVIDIA's revenue has to drop.”
Open the episode · "Cycular" Financing w/ GamersNexusListen at 9:34
Nvidia was available at 18 times forward earnings estimates in July.
“you can get this stock at 18 times forward estimates.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 23:13
Nvidia’s stock is beginning to gain momentum.
“NVIDIA is finally starting to gain”
Open the episode · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEListen at 34:47
NVIDIA could become 90% smaller after an AI-market collapse.
“it would just be 90 smaller”
Open the episode · "Cycular" Financing w/ GamersNexusListen at 35:18
NVIDIA is nearing a $6 trillion market capitalization.
“NVIDIA rallying and also on the verge of becoming the first company with a $6 trillion market cap”
Open the episode · Closing Bell: Constellation Energy Jumps, Biotech Declines, Marvell TechnologyListen at 0:42
NVIDIA’s multiple compression may reflect scale constraints more than weaker earnings sustainability.
“I don't know that NVIDIA's compressing multiple says as much about the sustainability of the earnings story as it says about scale and how much investors are willing to pay for this company just given its size.”
Open the episode · Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT?Listen at 40:44
Hon Hai’s revenue is a strong positive signal for Nvidia.
“this is a strong sign for Nvidia.”
Open the episode · Qualcomm and Nvidia Gain; PTC Major JumpsListen at 1:54
NVIDIA chips can generate substantial profits amid computing-power shortages.
“NVIDIA could bring in lots of profits, given that there's a real shortage of computing power.”
Open the episode · Mad Money w/ Jim Cramer 10/2/26Listen at 6:20
Nvidia appears poised to break above its technical resistance level.
“Nvidia looks like It wants to break out.”
Open the episode · Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?Listen at 3:35
Nvidia’s chart indicates a buy.
“But just purely on the chart, if you hid the name, this is a buy to me.”
Open the episode · Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?Listen at 6:00
Nvidia’s chart indicates readiness for an upward move.
“again, purely based just on the chart, it looks like It's ready.”
Open the episode · Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?Listen at 7:37
Nvidia’s free cash flow may rise sharply through next year.
“This is a company that this fiscal year is going to do something like $96 or $98 billion in free cash flow. Next year, it could be $360 billion in free cash flow on $680 billion in revenue.”
Open the episode · Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?Listen at 8:57
Continued AI-compute growth would leave Nvidia with the industry’s largest profit pool.
“if you believe that the AI compute cycle is gonna continue and we're gonna build more data centers because the AI products are gonna be better and we're gonna use them more. There's very hard to imagine a world where Nvidia doesn't have the biggest profit pool of any of these companies.”
Open the episode · Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityListen at 24:54
Nvidia will grow at least as fast as higher-multiple semiconductor peers.
“Nvidia is going to grow just as fast, if not faster, than most of those other companies that are trading at far higher multiples.”
Open the episode · Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityListen at 26:02
Nvidia generates substantial cash flow from the AI infrastructure buildout
“Nvidia is generating generating tremendous amounts of cash flow from the AI infrastructure buildout”
Open the episode · When $150 Billion Looks SmallListen at 1:23
Nvidia can fund AI investment while returning substantial cash to shareholders.
“Nvidia can spend heavily on AI, keep investing in the business, and still have enough cash left over to return enormous amounts to its shareholders”
Open the episode · Nvidia Gains, Meta Drops, Strategy Falls as Bitcoin Rally WobblesListen at 1:32
Nvidia can fund AI investment while returning substantial cash to shareholders.
“Nvidia can spend heavily on AI, keep investing in the business, and still have enough cash left over to return enormous amounts to its shareholders”
Open the episode · Nvidia Gains, Meta Drops, Strategy Falls as Bitcoin Rally WobblesListen at 1:41
Nvidia generated $134 billion in free cash flow
“This is a company that made $134 billion in free cash flow.”
Open the episode · When $150 Billion Looks SmallListen at 2:23
Nvidia has exhausted ways to impress investors
“Nvidia has run out of ways to wow the market.”
Open the episode · When $150 Billion Looks SmallListen at 4:33
Nvidia trades at approximately 18 times next year’s earnings estimates
“Nvidia trades for about 18 times its earnings estimates for next year.”
Open the episode · When $150 Billion Looks SmallListen at 5:22
Nvidia’s valuation is the lowest in a decade
“It's the cheapest in a decade.”
Open the episode · When $150 Billion Looks SmallListen at 5:27
Slower AI hardware upgrades could sharply slow Nvidia’s growth
“if that happens, you could see companies like NVIDIA face a bit of a cliff, or at least a slowdown in growth”
Open the episode · When $150 Billion Looks SmallListen at 7:02
Increasing chip competition may cap Nvidia’s upside growth
“that is going to put a cap, maybe, on upside growth.”
Open the episode · When $150 Billion Looks SmallListen at 7:56
Greater AI safety requirements are a long-term tailwind for Nvidia.
“that is definitely a fundamental long-term tailwind here for the company.”
Open the episode · Nvidia Goes Big on Buybacks as SpaceX Reaches OrbitListen at 49:04
Nvidia operates as an apolitical company.
“The company is an apolitical company.”
Open the episode · Jensen Huang: The Doomer Hoax, Superintelligence Is Here, and The Future of AI (ft. President Trump)Listen at 9:29
NVIDIA is now the leading competitor to OpenAI and Anthropic.
“I believe right now, starting today, NVIDIA is the number one competitor for OpenAI and Anthropic”
Open the episode · GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil DealListen at 45:32
NVIDIA sustained roughly 100% growth for three years before slowing
“Nvidia. So that one maintained 100% growth for basically three years and maybe 50, 60% this year.”
Open the episode · Knowing when to sell: How growth investor Michael Frazis manages riskListen at 24:18
AI-designed chips pose an extraordinary threat to Nvidia.
“Is this an incredible threat to Nvidia? Yeah, absolutely.”
Open the episode · Humanity's First Star Probe, Architect Labs Beats NVIDIA 3.4x, Musk Wants Satellites to Cool Earth | EP #285Listen at 1:08:32
NVIDIA was outperforming in pre-market trading.
“NVIDIA outperforming this money in the pre-market”
Open the episode · PG&E Slips; Oil Stocks Rise; Nvidia UpListen at 2:24
NVIDIA remains the market leader in AI chips.
“NVIDIA is still the market leader”
Open the episode · Week Ahead: Palo Alto Networks, Broadcom, Lululemon (Podcast)Listen at 4:48
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.