The tech giant continues to crush analysts’ lofty expectations.

(00:20) Asit Sharma joins Ricky Mulvey to discuss the boom of Nvidia’s data center business, future growth stories for the company, and some questions about its valuation.

Then, (13:08) Matt Frankel and Mary Long continue their conversation about David and Goliath business match-ups.

Companies discussed: NVDA, META, CAVA, SG, CMG, MKL, KNSL

Host:Ricky Mulvey

Guests: Asit Sharma, Mary Long, Matt Frankel

Engineers: Tim Sparks, Desiree Jones

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