Akram's Razor was a notable bear on Nvidia in 2018 before closing a short position. Recently, he switched from the sidelines to becoming an owner of shares and a bull. We discuss what changed with the company over the past year, how it's proven itself, and what may be ahead.
Topics Covered
2:00 minute mark - revisiting the short case
12:30 - NVDA's competitive position in artificial intelligence
23:00 - Expanded advantage in artificial intelligence, with the USPS deal as an example
33:00 - How Nvidia's moat plays out for new potential entrants
38:00 - The change in the valuation picture
47:00 - How crypto wreaked havoc on understanding Nvidia's gaming segment
56:00 - The structural questions in the gaming segment
1:11:00 - Mellanox and its import/fit with Nvidia
1:19:00 - Has management regained its credibility?
1:34:00 - Applying a lens to management's views
Topics Covered
2:00 minute mark - revisiting the short case
12:30 - NVDA's competitive position in artificial intelligence
23:00 - Expanded advantage in artificial intelligence, with the USPS deal as an example
33:00 - How Nvidia's moat plays out for new potential entrants
38:00 - The change in the valuation picture
47:00 - How crypto wreaked havoc on understanding Nvidia's gaming segment
56:00 - The structural questions in the gaming segment
1:11:00 - Mellanox and its import/fit with Nvidia
1:19:00 - Has management regained its credibility?
1:34:00 - Applying a lens to management's views
Activity