Phil Mercer
speaker
525 appearances
2 recordings
1 series
first heard May 2026
last heard 21 May
Phil Mercer’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in May 2026 with 2.
Appearances
Just listen to what he said.
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If you are a student of technology history, finding yourself in a situation where demand is vastly outpacing your ability to supply, even in a world where supply chains are doubling or quadrupling per annum, which is what he went on to say, that's been an enviable position.
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But right now, it's not moving the needle for this stock.
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I think right now Nvidia's trading at like 22 times forward 12 month earnings, right?
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I think, I'll double check it.
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Something you just raised is really interesting, which is basically use of capital.
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So the frustration with Apple is like, do something.
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And maybe that story is changing with Apple in the handover to John Ternus.
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But NVIDIA has gone out there and invested in the ecosystem in small increments, $2 billion here, $2 billion there.
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How does Tony Wong read that strategy of investing?
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We actually have a VC on later in the program whose portfolio companies are so tied to NVIDIA and we'll have that conversation.
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Just to close the loop, by the way, NVIDIA does trade 22 times forward earnings, but historically it's like nearer to 34.
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Jensen has this equation, more compute equals more tokens equals more revenues.
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Do you see those revenues coming out the other side for all of NVIDIA's customers?
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through.
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real quick, like on the socials, that's what people just go nuts over, right?
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H100 pricing right now.
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Like, are you tracking that?
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even A100s.
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If you're out there running workloads on A100s, give me a call.
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Showing 81–100 of 525 · page 5 of 27
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