Meet Kevin on $NVDA (Nov 3, 2026)

so how Nvidia uses its soft power to influence customers and shape policy.

chips compared to their estimates of traditional workflows via uh Nvidia and AMD and you know Nvidia and AMD are using AI I to build chips and design chips as well.

Sure. Sure. Well, I mean you could sell that skill even inside of Nvidia.

But custom chip efforts could potentially stoke tensions with some of the backers, especially since you've got companies like Amazon, Google, Nvidia, and AMD making chips.

We can see here their total cost of sales were 46% in cost. So the margins are not as good as uh Nvidia.

they are they have a tendency of issuing uh stock warrants to like open aai at uh one penny versus making direct investments like Nvidia does.

Dell, Na'vi, even Toast is recovering. Dualingo is up here. the Q's now positive in the afters.

Nvidia is closer to 90% data centers, which you know is good and bad. It's good for Nvidia, but it's also good that AMD is a little bit maybe more diversified.

And that's one of the reasons Nvidia is one of the big contributors to making uh these big old commitments that don't end up showing up on their balance sheet.

They're now talking about competing with chip designers like AMD and Nvidia.

All this crap is going to get run on AMD chips, on Nvidia chips, on Apple computers, on AS6 that are manu uh that are designed by companies like Marll and Broadcom.

And Jensen agrees with that of Nvidia.

Nvidia is a bargain at about a 67.

which Elon says, you know, for the spaceship partnership, they only want to use SpaceX or they only want to use Nvidia.

That makes them twice as expensive as Nvidia. So, that's their PEG ratio based on their forward growth of 56% on EPS. They're twice as expensive as Nvidia, but they're obviously a fraction of the size.

Instead, put a little bit into Marll, a little into Broadcom, a little into AMD, a little Apple, a little Nvidia. Get a little Microsoft in there. I don't like Google, so I'm not touching them.

I don't mind a little Amazon, a little SpaceX and Tesla, you know, to me that's a bucket that's going to be deliciously gory glorious over over time.

This is why they tend to offer their stock as opposed to uh actually offering cash to invest in companies like Nvidia does.