Jeff Blazek

speaker

496 appearances 1 recordings 1 series first heard Feb 2026 last heard 13 Feb

Jeff Blazek’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

How I Invest with David Weisburd · E304: Neuberger Berman Co-CIO on Mistakes Smart Investors Make · 13 Feb 2026 podcast

I totally find it to be true.

And another thing I've learned over the last, I'd say, five to 10 years is not to question

an individual stock that appears to be on fire and is increasing 10 times or 20 times.

And I'm talking about Nvidia.

I did not question Nvidia five years ago when it was beginning its ascent because I thought, well, investors are smart.

They're pricing in something about its future pipeline of revenue streams.

And we're going to scrutinize it.

And the standard is high because when a stock does this well, if it fails to clear a barometer, it's going to get punished.

But if you think about it, NVIDIA, when it was hitting a $1 trillion capitalization, $2 trillion, $3 trillion, you could look at the revenue and see that it was delivering the exponential growth that was promised.

And we all make that assessment now.

I think that's why we're looking so closely at the AI capital cycle.

It's going to get quite challenging when we're talking about trillions of CapEx being deployed.

But this was the ultimate weighing machine.

If someone wanted to be rolling their eyes at Nvidia just because it went up so much or like, I don't know what that thing is.

It's worth 2 trillion.

I really question it.

Well, they look kind of silly now because it did prove out via the earnings.

It gets back to my point.

Double click, understand the earnings, see the revenue.

Is it growing?

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