Phil Mercer
speaker
6,576 appearances
120 recordings
5 series
first heard Feb 2025
last heard 5d ago
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 — 118 in all, peaking in Aug 2026 with 38.
Appearances
What can they do beyond the buyback?
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Okay.
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I mean, what can they do other than a shareholder-friendly return policy?
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We're having a very stock-focused conversation, not a technology one.
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I'm looking for something technology-related.
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I guess they are ramping Vera Rubin.
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It's in full production.
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But whenever a new technology comes online in that ramp, there is an impact on margins.
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NVIDIA has 75% margins.
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How much do you pay attention to that side?
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Carmen mentioned that that seven day run of declines goes back September of 2022.
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We weren't even at the chat GPT moment then.
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Right.
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But here and now, NVIDIA will double revenue to almost $100 billion.
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They will double adjusted earnings.
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That is extraordinary, is it not?
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Why is everyone so tepid about it?
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Okay, NVIDIA earnings after the market close on Wednesday, that will be the catalyst.
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I really enjoy having you on the program because you're also a partner at Franklin Venture.
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Showing 1441–1460 of 6,576 · page 73 of 329
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