Josh Gilbert

speaker

337 appearances 3 recordings 1 series first heard Apr 2026 last heard 27 Jul

Josh Gilbert’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 — 3 in all, peaking in Jul 2026 with 1.

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I mean, you know, the biggest company in the world reports.

Everyone wants to hear about it.

And thankfully, people want to talk to me about it.

So it's always good to talk about it.

And I like talking about NVIDIA.

It's a great company.

I love Jensen Huang.

So it's always fun to talk about.

Yeah, I mean, firstly, another blockbuster quarter, right?

A beat across the board, guided above, I think, really what analysts were expecting looking forward as well.

The biggest thing was that the share price barely moved, really, after the result.

I think that tells us everything about how high NVIDIA has set the bar itself, but also how high this bar is set in the broader AI trade.

I think if we think about a company of this size, right, $5 trillion, right?

to still be delivering 85% revenue growth and the share price barely budge is pretty staggering.

And I think that comes down to the fact that the market has just grown accustomed to perfection from NVIDIA.

And although we got that, I think much of it was already priced in.

So yeah, the bar was very, very high.

And although I think we got there, I think the market is really looking for something almost outlandish to really move the share price.

Look, the competition, you're absolutely right, is increasing.

We had Amazon, when reporting earnings, told us about its new chip business coming through.

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