No AI Without Nvidia: Inference, Physical AI, and the Next Leg for NVDA скачать в хорошем качестве

No AI Without Nvidia: Inference, Physical AI, and the Next Leg for NVDA

We’re 24 hours out from Nvidia Q4 earnings, and Michele Steele sits down with Shay Boloor to break down what really matters for the AI bellwether. Shay calls it the Super Bowl of earnings and makes the case that Nvidia is the foundation for the entire AI cycle, no matter where the narrative swings. Then he gets specific on what could move the stock from a six-month range: China and H20 chip commentary, Blackwell timing and “pause” fears that may be normal upgrade behavior, and why the market still isn’t fully pricing the long-term China opportunity. They also dig into what’s next for Nvidia beyond the obvious: inference as the bigger opportunity over time, the opening for second-source suppliers as hyperscalers look to reduce the Nvidia tax, and why physical AI and robotics could expand the addressable market as AI moves from the cloud into factories and real-world systems. Finally, Shay explains where money could flow after Nvidia reports, why memory and Micron may matter more than the market expects, and why he’s watching Microsoft’s next CapEx signals as an even bigger catalyst for the AI complex. Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/te... #stocktwitstv Chapters / Timestamps 00:00 - Super Bowl of earnings: Nvidia is “the foundation” 00:25 - 24 hours to NVDA Q4: will it move the market 01:34 - Why “dominance” feels priced in 02:36 - What’s next for NVDA after the rerate 02:55 - China and H20 chips: long-term opportunity, headline risk 03:31 - Blackwell pause fears: upgrade timing vs demand problem 04:08 - China not fully priced: call option framing 05:10 - Why NVDA is only 27x: TPU fears, fatigue, second-source pressure 06:03 - Hyperscalers want a second source: AMD validation 06:51 - What Shay wants most: China, inference, and post-Grok talk 07:52 - Physical AI: robotics, autonomy, Omniverse factory vision 09:23 - CES vibes: factories run by Omniverse and robotics 09:46 - If physical AI gets framed well, does NVDA break out 10:10 - Training vs inference: ROI and permanence argument 11:13 - What-if game: beat and raise scenario 11:44 - Where money flows next: memory and Micron 12:31 - Memory pricing power: character change, not product cycle 13:14 - Pricing passes through: customers vs consumers 14:06 - Does NVDA lift the sector: why Microsoft may matter more 14:58 - AI trade shifting: hardware to software 15:25 - GTC in March: narrative reset vs earnings commentary 16:11 - What matters tomorrow: margins, commentary, status quo 16:52 - Wrap: watch Stocktwits after hours