Phil Hellmuth
speaker
427 appearances
3 recordings
2 series
first heard Apr 2024
last heard 22 Nov
Phil Hellmuth’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Nov 2025 with 1.
Appearances
It is, right?
It's like 87.
I know it hit 88 or something, but I mean.
Watch out below.
Let's see the price.
Okay, let's talk about NVIDIA.
So NVIDIA had a blowout quarter.
Revenue up 62% year over year.
22% quarter over quarter.
Net income 31.9 billion.
That's up 65% year over year.
They expect $65 billion this quarter.
Jensen, friend of the pod, has said that they can't keep their product on the shelves.
It's sold out everywhere.
And then at the same time, Michael Burry, who has got to short on it, he's been mixing it up.
He is posting in response, I think, to you, Freeburg, last week, making it a defense of the reasonable life of an H100, of these new chipsets.
you know, that Nvidia sells, is it four years, five years, six years, seven years?
When do they get replaced?
When do they have a useful life and gap accounting?
He believes, just to make it easy for the audience to understand, that major tech companies, big tech, are cooking the books in order to spike their earnings, that this is a house of cards, and that he's gonna short
Showing 221–240 of 427 · page 12 of 22
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