#2422 - Jensen Huang
Date: Podcast: The Joe Rogan ExperienceThe Joe Rogan Experience
Bullish:
- $NVDA - NVIDIA's long-term vision with CUDA, despite initial market rejection, transformed computing and enabled the AI revolution. The company has a track record of making visionary bets that initially crash the stock but ultimately prove transformational.
- $AIINFRA - AI infrastructure investments are transformational despite market skepticism. CUDA's invention fundamentally enabled the AI revolution and changed the world of computing.
- $SEMIS - Semiconductor companies with strong R&D and innovation capabilities will continue capturing value. NVIDIA's history of fundamental innovations in GPUs and computer graphics demonstrates the sector's importance in driving technological advancement.