Speaker

loading

Speaker record

jensen huang

3 calls

Back to boardBoard

Verified record/TRACE receipts

Score58W·L1·0Win100%

jensen huang

@jensenhuang/guest

Avg+29.6%Win100%

Shows

all-inShow all-inShow all-inShow all-inShow dwarkeshShow all-inShow dwarkeshShow dwarkeshShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow dwarkeshShow all-inShow all-inShow dwarkeshShow all-inShow all-inShow dwarkeshShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow dwarkeshShow all-inShow all-inShow all-inShow all-inShow dwarkeshShow all-inShow all-inShow

Top tickers

NVDA3 calls

SNPS2 calls

OPENAI2 calls

MU1 calls

LITE1 calls

TSLA1 calls

ADBE1 calls

ADSK1 calls

ANTHROPIC1 calls

AMZN1 calls

Speaker record

NVDA/long/dwarkesh

Nvidia's moat is durable: electron-to-token transformation is too hard to commoditize even as software cheapens

Well, in the end, something has to transform electrons to tokens. That transformation, there's no— the transformation of electrons to tokens and making those tokens more valuable over time, I think that that's hard to hard to completely commoditize.

Peak+22.2%

SNPS/long/dwarkesh

Agents make tool-maker software companies skyrocket as tool instances explode, not get commoditized

It is very likely the number of instances of Synopsys Design Compiler is gonna skyrocket. And the number of, number of agents that are gonna be using the floor planners and all of our layout tools and our design, design rule checkers... the number of agents that are today, we're limited by the number of engineers.

Peak+27.7%

OPENAI/long/dwarkesh

Nvidia's OpenAI stake (~$30B pre-IPO) captures upside as the labs become extraordinary companies

I'm not gonna make that same mistake again. And, I'm delighted to invest in OpenAI and, and I'm delighted to, to help them scale. And I believe it's essential to do so.

Peak+73.5%

MU

/

long

/dwarkesh

Micron is a key memory winner as HBM and LPDDR go from specialty to mainstream computing

for a long time, co-OS was rather specialty, and HBM memory was rather specialty, but they're not specialties anymore. People now realize they're mainstream computing technology.

Peak+183.6%

LITE/long/dwarkesh

Silicon photonics suppliers Lumentum and Coherent benefit as Nvidia reshapes the optical supply chain

the investments that we've done with Lumentum and Coherent and all of the silicon photonics ecosystem, the last several years, we really reshaped the ecosystem and the supply chain, silicon photonics.

Peak+31.8%

NVDA/long/all-in

Jensen stakes that data-center GPU demand structurally exceeds supply with revenue compounding 2B to 50B, implying the AI capex build-out has further to run. The direction is unambiguously bullish on the chips powering it.

the progression of our business in that area sort of gone from like two billion to 10 billion to 25 billion to this year it'll be like 50 billion. So, so tremendous growth... we just see, uh, a lot more demand than supply.

Peak+43.7%

NVDA/long/all-in

Jensen rejects the consensus model that has NVIDIA growth decelerating to 30%, then 20%, then 7% by 2029, arguing analysts cannot see that AI extends far beyond the top five hyperscalers. The buy thesis is that street estimates are anchored to law-of-large-numbers orthodoxy that NVIDIA's actual order book will break.

Yeah, first of all, they just don't understand the scale and the breadth of AI... Most people think that AI is in the top five hyperscalers.

Peak+34.8%

OPENAI/long/all-in

Jensen, whose chips power the entire frontier-model buildout, singles out OpenAI as the category leader headed for enormous scale. The cleanest way to express that named view on-venue is the OpenAI private-valuation perp, which prices the implied company valuation rather than a public equity.

open AI is incredible. They're going to be enormous. Anthropic is incredible. They're going to be enormous. But AI is going to be much, much bigger than that.

Peak+56.2%

TSLA/long/all-in

Humanoid robots hit real products in 3-5 years, with Optimus a named frontrunner on Nvidia training compute

In the case of Elon and Tesla, they buy our training computers.

Peak+15.3%

SNPS/long/all-in

Agents bang on EDA tools 100x harder, busting the seat-count ceiling for Synopsys and Cadence

in the case of chip design, Synopsys and Cadence and uh Omniverse and Blender and Autodesk and all of these tools are going to continue to be used.

Peak+26.0%

ADBE/long/all-in

Agents banging on Photoshop reframes Adobe as a consumption beneficiary, not an AI casualty

They're going to be agents banging on SQL, they're going to be agents banging on vector databases, agents banging on Blender, agents banging on Photoshop.

Peak+12.0%

ADSK/long/all-in

Autodesk's design tools persist as agent control surfaces rather than getting displaced

Omniverse and Blender and Autodesk and all of these tools are going to continue to be used.

Peak+3.1%

Reach & recent activity

No reach data yet.

Drop another platform link to enrich this profile. Drop a link →