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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jul 2026 with 2.
Appearances
Maybe they'll lose 10 percent of the market share in two, three years.
But 80, 90 percent of a market that is growing, you know, 50, 70 percent a year.
The hyperscaler CapEx numbers went up huge.
There's like 780 billion going to a trillion dollars next year.
The market believes, with NVIDIA's valuation, that NVIDIA's going to stop growing within the next year or two.
But the overall market, I think, could keep growing at 50%, at least.
If it grows 50% in the next two or three years, NVIDIA's going to grow.
Even if they maintain market, and I don't believe that's true.
I think they're actually going to maintain or even increase market share.
But even if market share goes down 10%, I mean, the numbers are just insane.
And I don't think NVIDIA's going to trade at, like,
10-12 times earnings when they're growing at 50% I mean that doesn't make sense to me so I think it's going to re-rate higher and the key thing here is the stock stock buybacks because that's like if you guys remember during the whole iPhone like when the iPhone 5 and 6 came out when they actually had the large screen iPhone Apple was trading at PES 7 like X cash like yeah
People thought Android was going to, almost like the same thing, like Androids come in and destroy the iPhone market share when iPhone went on this generational run with the large screen iPhones, right?
But a big thing that Apple did was they started buying back stock and that's when their multiples started going from single digits to 15 to 20 to 30 times.
And I think what, and they already kind of hinted at it, but I think NVIDIA is going to start
buying stock buyback in size.
They said 50% of their free cash flow in the next 12 months.
They're a little bit cryptic on if that was after or before prepaid, the prepayments they have for the inventory and suppliers.
But I think we're going to get some more clarity tonight.
And if they actually put numbers, maybe it's this quarter or next quarter, if they actually put the actual, we're going to buy X hundreds of billions of stock in the next 12 months, I think the PE is going to re-rate much higher.
Showing 581–600 of 1,575 · page 30 of 79
← Previous
Next →