00:00 Speaker A
Dan loves tech. Dan, good to see you. Don’t know where to start, so I’m going to start on Nvidia. Uh, I mentioned at the top, we’re seeing uh the bulls return to Nvidia.
00:10 Speaker A
uh not in a big way, but I would say in a nice way. What’s the play there?
00:15 Dan
Look, I think the reality is China is going to reopen, you know, for Nvidia and I think that’s something that wasn’t necessarily factored in fully. I think investors are realizing to big change in the beltway.
00:26 Dan
And look,size, the reality is there’s one chip in the world fueling the AI revolution. And and that’s Nvidia. And I think as it plays out,
00:33 Dan
numbers are significantly underestimated. I think 15 to 20% at a minimum going to 2026. You put that together, I think we’re looking at a $250 stock in a beast case to end 2026.
00:45 Speaker A
Another case for Nvidia Dan is is it this? and you can tell me if I’m wrong. You know, you and I have I’ve known each other for for many many years. It’s okay. We have a debate here. Um that Nvidia has less exposure
00:56 Speaker A
to open AI than its rival AMD because AMD might be partially owned by open AI in 10 years.
01:02 Dan
Look, right now the reality is is that, you know, associated with open AI is a bad thing. Now, I disagree with that. just me and you’ve talked about it, but no doubt in the from a trade perspective.
01:10 Dan
Nvidia, you know, they’re obviously like they’re not wed to to an open AI. And I think to some extent, you know, I think you’ve talked about it, when you look at the divergence of those related to open AI, you know, whether it’s Oracle or Microsoft or whatever it may be, you know, their stocks are obviously under more pressure.
01:27 Dan
But look, my view is as we go into 2026, investors are underestimating the scale and scope of the AI revolution. For Nvidia, for open AI, for Oracle, which I think is table pound here despite, you know, obviously a lot of the the negative sentiment for Palantir and others.
01:40 Dan
Because look, only 3% of companies in the US have gone down the AI path and for the first time in 30 years, the US is ahead of China when it comes to tech.
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