Shopify is mentioned as a well-run software player whose commentary should be listened to closely in the current AI era.
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My Biggest Concern Going Into Nvidia's Earnings Tomorrow
Aug 25, 2026
The creator discusses Nvidia's upcoming earnings report, highlighting market expectations for revenue and EPS growth, and compares Nvidia's valuation metrics to other tech giants. The video also touches on broader industry capex trends and mentions Michael Bur's bullish outlook on Nvidia, while also noting the stock's recent underperformance relative to its sector peers.
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Palantir is mentioned as a well-run software player whose commentary should be listened to closely in the current AI era.
Broadcom is mentioned as a company exposed to the AI and data center trend.
Synopsis was mentioned as one of the companies Nvidia has owned in the previous quarter.
Nokia was mentioned as one of the companies Nvidia has owned in the previous quarter.
Coherent was mentioned as one of the companies Nvidia has invested in and previously owned.
Intel was mentioned as one of the companies Nvidia has owned in the previous quarter.
Poolside is mentioned as a recent acquisition/investment by Nvidia.
KKR is mentioned as one of the finance companies involved in Nvidia's large announcement regarding commitments.
Goldman Sachs is mentioned as one of the finance companies involved in Nvidia's large announcement regarding commitments.
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