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Which podcasts are discussing NVDA?
589 ATTRIBUTED IDEAS · 81 EPISODES · 28 SHOWS
The shows · from the most recent 100 ideas
The Options Insider Radio Network
CNBC Fast Money
Prof G Markets
The Twenty Minute VC
WSJ What's News
Bloomberg Surveillance
Thoughtful Money
Monetary Matters with Jack Farley
The Compound and Friends
The Pomp Podcast
a16z Podcast
The Long View
All-In with Chamath, Jason, Sacks & Friedberg
Animal Spirits
Eurodollar University
Excess Returns
Forward Guidance
Marketplace
Motley Fool Money
Planet MicroCap Podcast
The Acquirers Podcast
The Alpha Exchange
The Best Ever CRE Show
The Dividend Cafe
The Julia La Roche Show
Unchained
What Bitcoin Did
Yet Another Value Podcast
Where the discussion went deepest
10 AUG2D AGOCNBC FAST MONEY · 05:00
Half-trillion-dollar AI infrastructure financing package
“A consortium of major financial firms and NVIDIA unveiled a $500 billion funding package to finance the AI infrastructure buildout, framed as a way to provide smoother access to capital for NVIDIA's customers.”
A $500 billion AI mega-deal... and whether Wall Street is getting Kevin Warsh all wrong 8/10/26
Core thesis · 5/5Verify in source →
8 AUG4D AGOTHE POMP PODCAST · 25:00
AI stock lows are in, new highs ahead
“The guest argued the recent violent sell-off in AI names marked a bottom, and he expects many to reach new all-time highs by year-end, driven by strong earnings fundamentals.”
Bitcoin Is About to Explode — The Fed Just Ran Out of Tools
Core thesis · 5/5Verify in source →
6 AUG6D AGOCNBC FAST MONEY · 22:00
Hyperscalers favored over semis on HBM bottleneck
“The thesis argued was that the severe shortage of high-bandwidth memory (HBM) is a major bottleneck for AI chip production, making hyperscale cloud providers (who control budgets) a better investment than semiconductor makers facing cooling growth rates.”
U.S. Treasury's Surge… And Oil Prices Sink on Potential Iran Peace Deal 8/6/26
Core thesis · 5/5Verify in source →
6 AUG6D AGOPROF G MARKETS · 07:00
Steve Eisman's rebuttal: wait for an AI price war
“Steve Eisman argued the negative AI thesis is premature and lacks a clear catalyst, stating a price war among major AI labs (OpenAI, Anthropic, Chinese models) is the necessary trigger to unwind the AI trade.”
Michael Burry Says This Is The Top — Is It? · with Iran
Core thesis · 5/5Verify in source →
5 AUG1W AGOBLOOMBERG SURVEILLANCE · 02:30
4 AUG1W AGOBLOOMBERG SURVEILLANCE · 22:30
AMD as a top pick to gain AI share
“The analyst's thesis is that AMD is a top pick due to its potential to capture significant share in the expanding AI accelerator market as it ramps its large-scale platform and improves its software.”
Bloomberg Surveillance TV: August 4th, 2026
Core thesis · 5/5Verify in source →
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