Podcast with Crypto Gigabrains, The Delphi Podcast

The Delphi Podcast

Podcast with Crypto Gigabrains

Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures

Equity Bottom-Up

<ul>
<li>Market value of stocks close to 2 trillion, including Nvidia at 600 billion</li>
<li>Author missed opportunity to short Nvidia despite strong case outlined in article</li>
<li>Concerns about competition, margins, and custom chips impacting Nvidia's growth potential</li>
</ul>
<p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>


Market value of stocks close to 2 trillion, including Nvidia at 600 billion
Author missed opportunity to short Nvidia despite strong case outlined in article
Concerns about competition, margins, and custom chips impacting Nvidia's growth potential

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>NVIDIA, the global leader in AI hardware, has recently faced unprecedented turbulence in the market, shedding nearly $600 billion in market capitalization in a single day—an event that has sent shockwaves through the tech and investment communities.</li><li>The catalyst for this dramatic drop?</li><li>DeepSeek, a relatively new Chinese AI startup that has stunned the industry by developing a highly efficient and cost-effective AI model, DeepSeek R1.</li></ul>

NVIDIA, the global leader in AI hardware, has recently faced unprecedented turbulence in the market, shedding nearly $600 billion in market capitalization in a single day—an event that has sent shockwaves through the tech and investment communities.The catalyst for this dramatic drop?DeepSeek, a relatively new Chinese AI startup that has stunned the industry by developing a highly efficient and cost-effective AI model, DeepSeek R1.

NVIDIA & The DeepSeek Effect: A Historic $600B Crash But Is This Here To Stay?

<ul><li>NVIDIA Corporation's recent quarterly earnings report highlighted a period of significant growth and technological advancement.</li><li>The company delivered record-breaking financial performance with a revenue of $35.1 billion, a substantial increase of 94% year-on-year and 17% sequentially.</li><li>Key drivers included the adoption of NVIDIA's accelerated computing and AI technologies across various market platforms.</li></ul>

NVIDIA Corporation's recent quarterly earnings report highlighted a period of significant growth and technological advancement.The company delivered record-breaking financial performance with a revenue of $35.1 billion, a substantial increase of 94% year-on-year and 17% sequentially.Key drivers included the adoption of NVIDIA's accelerated computing and AI technologies across various market platforms.

NVIDIA's Project Digits: Can It Truly Revolutionize Personal Computing?

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

<ul>
<li>Project Digits is a supercomputer on everybody's desk for $3000. Seems crazy but feels like 1977 Ken Olson moment "no reason anyone would want a computer in their home"</li>
<li>Lack of data center revenue growth predictions likely spooked investors and triggered a ~10% pullback. Just buy the dip, you know you want to...</li>
<li>Micron and MediaTek both jumped on news of their further involvement in NVIDIA's AI acceleration hardware supply chain. </li>
</ul>


Project Digits is a supercomputer on everybody's desk for $3000. Seems crazy but feels like 1977 Ken Olson moment "no reason anyone would want a computer in their home"
Lack of data center revenue growth predictions likely spooked investors and triggered a ~10% pullback. Just buy the dip, you know you want to...
Micron and MediaTek both jumped on news of their further involvement in NVIDIA's AI acceleration hardware supply chain. 


NVIDIA @ CES 2025. Forget The AIPC, We've Got A Supercomputer PC!

Taiwan Tech Focused Senior Analyst

Patrick Liao

<ul>
<li>
<a href="https://www.smartkarma.com/entities/nvidia-corp" target="_blank" data-smartkarma-citation="entities:5891:1" rel="noopener">NVIDIA Corp (NVDA US)</a> CEO Mr. Jensen Huang announced plans to establish an offshore headquarters in Taipei during his visit this June.</li>
<li>From a geopolitical perspective, Taiwan is one of the focal points where the U.S. and China could potentially be in conflict. </li>
<li>Focusing on AI, <a href="https://www.smartkarma.com/entities/nvidia-corp" target="_blank" data-smartkarma-citation="entities:5891:1" rel="noopener">NVIDIA Corp (NVDA US)</a> is currently attracting significant attention, but the decision to establish an offshore headquarters in Taipei is raising curiosity.</li>
</ul>



NVIDIA Corp (NVDA US) CEO Mr. Jensen Huang announced plans to establish an offshore headquarters in Taipei during his visit this June.
From a geopolitical perspective, Taiwan is one of the focal points where the U.S. and China could potentially be in conflict. 
Focusing on AI, NVIDIA Corp (NVDA US) is currently attracting significant attention, but the decision to establish an offshore headquarters in Taipei is raising curiosity.


Nvidia (NVDA.US): To Establish Offshore Headquarter in Taiwan.

United States

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

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NVIDIA Corp (NVDA US)

Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian

The author discusses the potential downfall of Nvidia due to competition in custom silicon, margin pressure, and market timing, highlighting the...

The Delphi Podcast

NVIDIA & The DeepSeek Effect: A Historic $600B Crash But Is This Here To Stay?

NVIDIA, the global leader in AI hardware, has recently faced unprecedented turbulence in the market, shedding nearly $600 billion in market...

Baptista Research

NVIDIA's Project Digits: Can It Truly Revolutionize Personal Computing?

NVIDIA Corporation's recent quarterly earnings report highlighted a period of significant growth and technological advancement. The company...

Baptista Research

NVIDIA @ CES 2025. Forget The AIPC, We've Got A Supercomputer PC!

Project Digits aims to put a supercomputer on everybody's desk for $3000. Seems crazy but feels like a 1977 Ken Olson moment "no reason anyone...

William Keating

Nvidia (NVDA.US): To Establish Offshore Headquarter in Taiwan.

NVIDIA CEO plans to establish offshore headquarters in Taipei, raising geopolitical and AI industry interest. Taiwan is a focal point where the...

Patrick Liao

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian

The author discusses the potential downfall of Nvidia due to competition in custom silicon, margin pressure, and market timing, highlighting the...

The Delphi Podcast

NVIDIA & The DeepSeek Effect: A Historic $600B Crash But Is This Here To Stay?

NVIDIA, the global leader in AI hardware, has recently faced unprecedented turbulence in the market, shedding nearly $600 billion in market...

Baptista Research

NVIDIA's Project Digits: Can It Truly Revolutionize Personal Computing?

NVIDIA Corporation's recent quarterly earnings report highlighted a period of significant growth and technological advancement. The company...

Baptista Research

NVIDIA @ CES 2025. Forget The AIPC, We've Got A Supercomputer PC!

Project Digits aims to put a supercomputer on everybody's desk for $3000. Seems crazy but feels like a 1977 Ken Olson moment "no reason anyone...

William Keating

Nvidia (NVDA.US): To Establish Offshore Headquarter in Taiwan.

​NVIDIA CEO plans to establish offshore headquarters in Taipei, raising geopolitical and AI industry interest. Taiwan is a focal point where the...

Patrick Liao

NVIDIA CEO plans to establish offshore headquarters in Taipei, raising geopolitical and AI industry interest. Taiwan is a focal point where the...