Jay Goldberg
speaker
117 appearances
6 recordings
2 series
first heard Jan 2026
last heard 20 May
Jay Goldberg’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Feb 2026 with 3.
Appearances
Nothing I've seen here sort of meaningfully alters the trajectory of how I think of NVIDIA's
You know, prospects.
So just to be clear, I've never told people to short NVIDIA.
I've always positioned my take as an underperformed.
Go back to when you interviewed me in May of last year.
That was what I was saying.
And I think that's played out.
Right.
It is it's just underperformed.
It's it's it's a good company, but it's hard for them to live up to, you know, five trillion dollar market cap expectations.
Right.
And and we've seen that this year, like they've underperformed the the SOX and the SMH ETF underperforming.
They've gone up, whatever, 20, 30 percent this year, I think, and lots of other names in the sector have gone up a lot more.
And it's just a function of how big they are.
And I think if you look at the results, I mean, one of the things that stood out to me was they're increasing the dividend, which is a great signal, but it's a massive increase.
And right.
It's sort of signaling that they're running out of ways to grow faster.
Like, couldn't they use that those funds in a different way?
Yeah.
I'll obviously revisit that today, but certainly I think it's hard to get excited about the stock when there are better opportunities out there.
Showing 1–20 of 117 · page 1 of 6
Next →