Andy Cross

Early in his career, Stephen worked for a hedge fund.

His writing has appeared in the New Yorker, the Financial Times, New York Magazine, the Wall Street Journal, Rolling Stone, GQ, and his book right there, The Thinking Machine, Jensen Huang, NVIDIA, and the world's most coveted microchip, won the 2025 Financial Times and Schroeder's Business Books of the Year.

Stephen Witt, thank you for being here.

Stephen and I talked about it a year ago.

You can find that on the Fool website.

We had a great conversation about NVIDIA.

And Stephen, I just want to start off with,

it's clearly one of the, if not the most important company in the world, but what is the current story about NVIDIA right now?

What are you seeing about NVIDIA in the market?

That's incredible.

What is the statistic about how many millionaires and billionaires are inside the NVIDIA

company today or the estimates of that?

It's funny.

That's incredible.

It's just incredible.

You talked a lot about the, you just mentioned about the R&D efforts behind NVIDIA.

And a lot of people and analysts think that NVIDIA is really good at catching the wave.

But your take is different.

And I want to unwrap this a little bit because they really are creating the waves.

They're like the tsunami, the earthquake.