Intel's CPU capacity is sold out through 2027, indicating strong demand for their products, though this is contrasted with Nvidia's GPU dominance.
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**Prepare** Critical Nvidia Stock Earnings
Aug 25, 2026
The creator discusses Nvidia's upcoming earnings, highlighting expectations for strong performance and revenue beats. They also touch upon potential risks like OpenAI's new 'Jalapeno' chip and analyze Broadcom's valuation, noting its cheapness despite a heavily indebted balance sheet.
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Oracle is mentioned as one of the tech stocks where hedge funds are exposed and are currently winning on both sides by hedging with credit default swaps.
Marvell has a better balance sheet than Broadcom and is a $200 billion company up 5.6%, with the creator having exposure to it.
Broadcom, a partner in OpenAI's new Jalapeno chip, is considered a very interesting play due to its dirt cheap valuation, trading under a one PEG ratio despite being heavily indebted.
Nvidia's earnings are tomorrow, and while they are expected to beat expectations, the stock has historically declined post-earnings, despite the company being considered 'freaking cheap' right now.
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