Interview with Real Vision: Nvidia is the #1 AI Stock and Why Cloud Looks Weak

Last week, I joined Samuel Burke from Real Vision to discuss “3 Ideas.” We discussed why I see Nvidia as the #1 AI stock and also why cloud is weaker than it appears.

View the Clip on Twitter hereView the Clip on Twitter here

The full 30-minute video is available here with a Real Vision subscription or 7-day free trial.

 For more information on our Nvidia thesis, you can access previous research here:

• Nvidia Stock: Evidence Gaming Bottomed and Why It’s Important
• Nvidia Stock is Ready to Rumble with RTX 40 Series and H100 GPUs
• Here’s Why Nvidia Will Surpass Apple’s Valuation in 5 Years

 For more information on why Cloud is Weak, you can access our previous research here:

• Slowing Growth in Cloud Stocks: When Will We Hit a Bottom

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