Tae Kim

speaker

1,575 appearances 6 recordings 1 series first heard Dec 2025 last heard 29 Jul

Tae Kim’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 — 6 in all, peaking in Jul 2026 with 2.

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NVIDIA, they buy a little bit of stock back, but not really.

And back then, this is a different NVIDIA where data centers 10% of the revenue and gaming is 80, 90%.

Where data centers nearly everything.

What happened with NVIDIA back then is everyone's mined their GPUs to mine Ethereum.

And then Ethereum did the whole proof-of-stake, proof-of-work thing.

So demand for GPUs collapsed.

NVIDIA had like a terrible quarter where they missed by like $2 billion, which was a big number back then.

That's a rounding error.

Back then, it was 20% of their revenue, and the stock got hit hard.

So we had like two unbelievable quarters, the last two quarters, and I expect another great, amazing quarter.

I mean, Jensen is out there saying GPU consumption is through the roof.

On Monday, he said AI demand is far exceeding supply and capacity.

So I think the numbers are going to be great, and this is without even China.

So, I mean, the absolute scale of these numbers are mind-blowing.

We're talking like 80% growth on an $80 billion number, $79 or $80 billion.

Just think about it, in three months, right?

So the absolute scale, and the stock is almost as cheap as it's ever been.

It's trading at 19 times forward, below the S&P 500, which is growing at like 10%, Nvidia's growing at 80%.

this dichotomy where NVIDIA is becoming more and more undervalued.

And we could talk about why.

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