What Nick Stock Cafe said in this video:
- NVDAneutralshort-termThe host is not selling NVIDIA since few customers would walk away over the scandal, but he is pausing additions while the investigation and reputational risk remain unresolved.Source
- AMDbullishmid-termIf the investigation turns against Jensen Huang, AMD gets a chance to rise; between the two names, AMD would be his priority for adding.Source
- Oil & Energynegative for stocksmid-termHe attributes the subsidy spike to surging oil prices and states oil cannot stay this high forever, implying he expects prices to come down.Source
- GRABbullishmid-termMobility revenue lagging GMV is due to elevated driver subsidies amid high oil prices; once oil stabilizes, subsidies fall and the take rate recovers.Source
- GRABbullishlong-termFinancial services turned profitable for the first time; despite the loan book surging, NPLs stay at 2-3% with ample provisioning, so he is not worried about the expansion.Source
- AI Capexpositive for stockslong-termHe endorses Grab management's view that Southeast Asia's AI usage is under a tenth of the US level, and that AI adoption is the defining long-term technology shift with huge runway.Source
- GRABbullishlong-termThe host discloses he holds Grab and argues a 26x GAAP P/E is not expensive against 30% growth, especially with the fintech arm just turning profitable — he will keep holding.Source
- NVDAneutralmid-termHe notes a company growing 50-60% shouldn't trade at 20x earnings, but stresses you must identify why it's cheap — and here the reason is the investigation risk.Source