FSD: Nvidia

Podcast: Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Ram Ahluwalia

Opublikowano: 2026-08-27

In this FSD episode, titled VC Has Become a Stock Market, Ram records on the drive and opens on NVIDIA's Q2 print. The stock was down a point and a half on the release and then up more than four, which he notes is typical: NVIDIA almost always closes within the straddle, so the house wins and the drama is smaller than everyone expects. The real takeaway, he argues, is that demand for compute is still climbing, with revenue up more than 100% year over year and 18% sequentially even at enormous scale. He thinks semiconductors are interesting again after the...