NVIDIA - Hype or Overhype | ValueBot Deep Dives

ValueBot Studios
28/08/2025 18 min Temporada 1 Episodio 9

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Episode Synopsis

NVIDIA just posted record-breaking revenues — nearly $47 billion in one quarter — yet its stock slipped. Is this the sign of impossible expectations catching up, or just the calm before even bigger gains? In this episode of Value Bot Deep Dives, we unpack how NVIDIA built an unbeatable moat around AI, why rivals like AMD, Intel, and hyperscalers are trying to break in, and whether the company’s dominance can keep outpacing sky-high investor hopes. Is NVIDIA hype, or overhype?Prefer reading to listening? Every episode also becomes a feature-style article at valuebot.substack.com

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