NVIDIA has driven the sentiment in the market for at least the past year. It’s also up over 200% and has outpaced the S&P 500 by 7x over that timeframe. I’ve ignored Nvidia for a long time just assuming that it was a crazy bubble stock, but I finally decided to dig into it and see what it’s all about. This is what I found.
00:00 Analyzing Nvidia
02:02 Understanding Nvidia’s business
04:53 What are some risks to their business?
06:05 Understanding AI chips
09:16 Understanding semiconductor companies
15:06 Valuation for NVDA
16:27 Overall thoughts
