What Meet Kevin said in this video:
- Geopoliticsneutrallong-termChina's CXMT can now make DRAM cheaply at ~80% gross margins using old DUV technology, showing export restrictions failed and pressuring US memory stocks.Source
- NVDAbullishlong-termJensen will not be fired and any divorce share transfer would be gradual; NVIDIA trades at about half AMD's valuation with far superior margins, so it remains cheap.Source
- AMDbullishlong-termThe host holds a small AMD position, sees it at roughly a 1 PEG with potential to more than double as data center exposure and pricing power grow.Source
- Market Breadthpositive for stocksshort-termWith NVIDIA down 3.5% overnight but the NASDAQ-100 nearly flat, the host says the index-level market doesn't care and expects the market to go up tomorrow.Source
- NVDAbullishmid-termThe host says the Jensen Huang scandal is overblown, selling NVIDIA at a 0.6 PEG is unjustified, and any dip should be bought; he holds a small current position.Source