Phil Mercer
speaker
6,576 appearances
120 recordings
5 series
first heard Feb 2025
last heard 3d ago
Phil Mercer’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 — 118 in all, peaking in Aug 2026 with 38.
Appearances
And then the reaction.
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Our next guest says the real surprise is in NVIDIA's earnings, the durability of that growth outlook.
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Doug Huber is Deputy Chief Investment Officer at Wealth Enhancement Group, which across funds has about $1.9 billion worth of NVIDIA stock.
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What do you mean by durability?
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What was the evidence you saw that this goes beyond, I suppose, fiscal 28?
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compelling.
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Doug, let's go there.
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When Ian and I were on the phone with the CFO Colette Kress, there was a heavy emphasis on the hyperscalers still surging.
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They've already put their orders in for next year.
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If there was a set of numbers under the hood, it was the concentration of business still in the hyperscalers.
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What do you make of that now and the idea that NVIDIA feels that broadens beyond fiscal 2018?
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that interesting, you know.
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There's a difference, I suppose, in selling Vera Rubin systems to the hyperscalers at scale and doing lots of little deals with what our enterprise is essentially.
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Do you want
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see NVIDIA shift away its reliance from the hyperscalers?
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Is that something that you would demand of the company?
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view.
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Doug, I'm going to go back to the shares.
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Actually, they've just pulled back a touch below an 8% gain, but it's pretty astonishing, right?
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The change in the story, on track for its best day since April of 2025 at some point.
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Showing 1201–1220 of 6,576 · page 61 of 329
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