Show notes
The tech giant continues to crush analysts’ lofty expectations.(00:20) Asit Sharma joins Ricky Mulvey to discuss the boom of Nvidia’s data center business, future growth stories for the company, and some questions about its valuation.Then, (13:08) Matt Frankel and Mary Long continue their conversation about David and Goliath business match-ups.Companies discussed: NVDA, META, CAVA, SG, CMG, MKL, KNSLHost:Ricky MulveyGuests: Asit Sharma, Mary Long, Matt FrankelEngineers: Tim Sparks, Desiree JonesPublic.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account Learn more about your ad choices. Visit megaphone.fm/adchoices