Lisa Mateo
👤 SpeakerAppearances Over Time
Podcast Appearances
60% earnings growth at NVIDIA, a P.E.
of somewhere around 23 to 24.
Procter & Gamble, 2% earnings growth on next year's earnings and a P.E.
of 24.
So I know which one I want to own for the long term.
But there's a lot of trading going on.
There's a lot of hiding in the defensive names.
That's what happens during these periods.
It happened last year.
If you look at all these names after DeepSeek, where we thought the world was ending, I mean, we were buying NVIDIA at just over $100 a share.
That's still a good investment.
You are an NVIDIA shareholder.
I think you continue to like the name, right?
So what was your big takeaway from any of the earnings print or the call?
Yeah, I think no one's really talking about the growth in Sovereign, which is just getting started.
So I understand it's a small portion of total revenues.
It was $30 billion last quarter, up 3x year over year, though.
And excluding China, right?