Downtown Josh Brown
👤 SpeakerAppearances Over Time
Podcast Appearances
Well, that'll happen too.
That'll definitely happen.
Every serious person working in AI is fluent in the CUDA software platform and how to use it.
And all the certifications in the AI space, all the training...
It has, it's the bedrock of AI.
You don't see that as being shakable anytime in the next few years.
That's the key to selling more chips.
Last night, they reported, like, yet again, one of the most insane victory laps of a quarter we've ever seen from any company ever.
Earnings were up 125%.
Revenue was up, like, 80 or something.
Um, they guided higher by 4 billion than expectations for the rest of the year.
They did a gross margin 75.
They did everything that everyone wanted and more.
Um, the stock, I know it rallied 15% into the news, but fell three.
It's down one and a half percent down one and a half percent today.
This is still hyper growth, but I get your point.
That's me.
When did SoftBank sell?
Sometime last year.
And you think that was the pressure on the stock that kept it in a horizontal plane?