Lisa Mateo

speaker

1,758 appearances 189 recordings 6 series first heard Jul 2025 last heard 6d ago

Lisa Mateo’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 — 188 in all, peaking in Feb 2026 with 84.

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Bloomberg Tech · Nvidia Delivers Upbeat Forecast to AI-Wary Market · 26 Feb 2026 podcast

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?

Yes.

Excluding China.

I think that's important.

And the company, it's just like when Tesla's Megapack business got started.

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