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Interviewers suck.

She has a beautiful face !!

Great work, Beth. You provide superb coverage.

Great job, Beth. Your coverage is solid.

I've listened to Beth Kindig speak several times, and I'm impressed with her knowledge and investment philosophy. Her mindset on tech stocks is excellent. They can have fantastic growth spurts followed by scary lows. What she mentioned about venture capitalists keeping their funding in place for 7 years is good "buy and hold" advice.

She same told all sell MSFT a month ago ..overvalued .ha!

Don't know the truth. Time Will tell.

Nvidia is only 20 years ahead of anyone in both AI hardware and software!

Making bank on NVDA this year. Bleeding like a mofo on AMD this year.

When Jensen says CUDA, what he really means is CUDA kernels, not the set of AI libraries built on top of CUDA.

she has a cool haircut, also long amd

I agree NVDA is still going to the moon but its already in outer space. AMD on the other hand is still trying to launch the rocket but they will get there

Even if AMD did everything better than Nvidia (which they don’t) they would still struggle to secure supply plus their chips are even harder to build.

Great info, would love to see the entire presentation

What nearly everybody is totally ignoring is that it's one thing creating these ultra power hungry chips but it's an entirely different matter having the power to run them in Production data centers. The US power grid is incapable of keeping up with their demands .... and I mean totally incapable. The entire power grid needs dramatically upgrading first.

I respect Beth’s opinion. I just think Nvidia is a better product and company.

Not gonna happen

What s your agenda ???

I agree with you AMD is going to do well in 5-10years duration

So many analysts just don't really understand how far ahead Nvidia really is and how much stronger their research and development and entire ecosystem is. They will be leading every company that's trying to chase them .....they will be continuing to develop and advance and staying miles ahead. Even if Nvidia stopped research dead cold they are years ahead of the closest competition.

2030 is too late, the environment and technologies will be changed dramatically

I think AMD just needs to make a really competent product to sell, doesn't need to be the best. They've surprised us before.

Thank you

Hello, I really like the content you shared. It is very helpful to traders. May I ask how I can contact you if I want to do business cooperation with you?

Good call!🎉

Your tag line is such an enormous turnoff. You are not cool and your interviewer was not very knowledgeable. Beth, however, is outstanding.

<3

NVDA valuation is "eerily low." I would be curious to know what Beth means by this.

Good analysis

The market is not logical though 😂

Do you know the type of earning nvda has to push out to keep up with the literally hundreds of billions in market capitalization its adding on a week to week basis?? I don't think anyone understands what kind of sales nvda has to provide in order to keep this stock and stock market propped up.

I'm calling 12-15T by 2030 discounted CAGR of 36, 36, 25, 25, 25 is 4x over 5yrs

这是盗偷我企業数字数据的财务赞助，不是芯片(chip )可以生産金钱，客户也不知道什東西追求投入金钱、我的企業是世界老少都認知与收入的数字赞助。芯片(chip )是怎样收入钱财，没人知道是什么、它只是电脑内部装置电子零件。 自從公开在我的帳号页面上诉讼，开始与台湾人陰谋讨论芯片的投入与作股市场，因为一直被我打开芯片的关键没有行業收入而改变话题宣傳芯片的励害之處讓人迷失于电脑电子的零件装置内部。Chip 对赚钱没有什么大作用，也不是大不了的事件有关收入金钱管道，收入金钱管道你是我的企業互动收益。chip也没有作股的赚钱之销售業。它你背后是盗偷回路我的电子设備功能性。有什么不起的财路收益。一种放屁的宣傳、一直改变一直放屁宣傳。

Beth and the I/O team are the smartest!

Beth is my QUEEN. Oh yeah I said it.

Alright Beth

I want to be like Beth when I grow up. Great responses to the questions!

It's a shame he interrupted her when she was fast forwarding to 2030.

Impenetrable.

Based

Excellent information

as long as there're buyers

Be(th) Kind(ig) 🙂 Beth, if you see this, say hello :-)

Good stuff. What kind of time frame is it between architectures?

I cant believe Nvidia was this low..... What is also more depressing for me is I owned 5k of Nvidia stock about 8 years and sold it to fuind my Canadian vacation.. F U CANADA and your expensive ass cities.

So we've basically created the central nervous system...

Thank you, BK!

😆 AMD is never going to catch up to Nvidia

i love this woman please bring more of her

This video deserves millions of views!