Nvidia To $10T? Ticker Symbol YOU On Why It's STILL Early скачать в хорошем качестве

Nvidia To $10T? Ticker Symbol YOU On Why It's STILL Early

Nvidia is not just a chip company, it is the backbone of the AI land grab. In this conversation, Gav Blaxberg and Alex from Ticker Symbol YOU break down why Big Tech is pouring billions into data centers, why GPUs are replacing CPUs, and why Nvidia’s vertical integration keeps widening the moat. We cover earnings expectations, China policy risk, the real bottlenecks like memory and networking, and what physical AI means for robots and autonomy. If you want the clearest Nvidia thesis for 2026, start here. Follow WOLF Financial for more: X (Twitter): https://x.com/WOLF_Financial Instagram:   / wolffinancial_official   Trading Focused Channel - Wolf Trading:    / @wolf_tradingx   Wolf Trading X: https://x.com/WOLF_TradingX This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 00:00 Intro 00:58 Nvidia in 2026 02:58 The CapEx boom and the AI land grab 06:36 What’s inside the data centers and why Nvidia wins 07:28 Earnings expectations: Blackwell Ultra and Rubin ramp 09:12 Biggest red flag: China policy and export risk 18:25 Why high bandwidth memory is the bottleneck 21:16 The 5 to 7 year buildout and depreciation shift 29:41 Why Nvidia’s moat is bigger than people think 39:14 Owning the full stack: AMD AVGO TSMC and ASICs 44:20 Physical AI robots agents and the next platform shift 52:11 Taking profits and investing in yourself