Andy Cross

speaker

412 appearances 5 recordings 1 series first heard Oct 2025 last heard 10 Jul

Andy Cross’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 5 in all, peaking in Jul 2026 with 1.

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Motley Fool Hidden Gems Investing · What History Teaches Us About Today’s Market · 10 Jul 2026 podcast

They may not be the massive growth companies that drive 20% annualized returns for an investor's portfolio.

Some of those, some upstarts will come along and they will do very well because they are solving that price demand equation that we talked about earlier where they're fulfilling a need

And the consumers of that need, whether they're people, companies, governments, are willing to pay and pay higher prices for that need.

They're going to solve that.

And those will be the future winners.

And they undoubtedly are, some of them at least, are not even created yet in the markets.

Convenience, Travis.

I'm lazy.

And this, right, I think many of us are lazy and we wanted things to be as convenient, as quick and fast and great as possible.

And I think that's what we're seeing with the AI revolution.

Yeah, Trav, I mean, robotics is the key.

I mean, Jensen's talked about this.

If you just think about what goes into driving a robot, whether it's a humanoid robot or anything, it's the brainpower that uses most of the energy.

And NVIDIA, they're the lead dog in that.

And so I'll take a little bit of the other side from what Lou said.

I think the better days for NVIDIA are not necessarily over.

NVIDIA has been able to

They've done a masterful job, Jensen Wang's done masterfully, being able to navigate the different parts of the market across AI or GPUs or gaming, whatever it might be.

And so I think robotics is the next big push for NVIDIA.

And I think it's exceptionally ill-defined.

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