What the DeepSeek Selloff Means For Nvidia

The transcript discusses the investment strategies and performance of NVIDIA, focusing on long-term horizons and the challenges of predicting growth. It highlights the importance of understanding market dynamics and the role of cloud adoption in shaping future prospects. The speaker shares insights on the growth trajectory of NVIDIA, emphasizing the need for continuous adaptation and the impact of CapEx on major tech companies.

What is the speaker's approach to investing in companies like NVIDIA and Apple?

• Avoiding technology stocks altogether

• Short-term trading based on market trends

• Long-term investment focusing on fundamentals

• Investing only in new startups

What significant event in early 2023 is highlighted regarding NVIDIA's performance?

• A merger with another tech company

• A significant revenue growth

• A major product recall

• A decline in stock prices

How does the speaker compare NVIDIA's product upgrade cycle to other tech companies?

• It is less frequent than others

• It is similar to the cycle of new phone releases

• It is more innovative than others

• It is unpredictable and random

What is the speaker's view on the current stage of cloud adoption?

• It is in the early stages

• It is declining

• It is irrelevant to NVIDIA

• It is fully mature

What does the speaker suggest about future CapEx guidance for cloud service providers?

• It is not available for 2026 or 2027

• It is irrelevant to investors

• It is provided on a monthly basis

• It is guaranteed to increase