Interview with Real Vision: Nvidia is the #1 AI Stock and Why Cloud Looks Weak
January 13, 2023
Beth Kindig
Lead Tech Analyst
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.
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:
The I/O Fund offers a $99/year subscription tier that offers more weekly research. We offer a Pro and Advanced subscription tier that offers deep dives and real-time trade alerts. Learn More here.
More To Explore
Newsletter
Micron Is Up 900%. Here’s Why the AI Memory Trade May Still Have Room to Run
Over the past 10 months, memory chip stocks have gone from being solid beneficiaries of the AI boom to capturing a massively outsized piece of the return pie. The inflection in Micron’s performance de
Why the S&P 500 Shrugged Off the Iran War — and What Could Finally Break the Rally
On February 28th, the U.S. went to war with Iran, and the market was handed the kind of shock it hasn't contended with for years. The conflict set off a chain reaction across the region: an ongoing su
Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom
Neoclouds are one of the more hotly debated AI business models, with CoreWeave and Nebius being the two most widely recognized names. These companies have seen their sales, backlog, and share prices s
AMD, Nvidia, Arm, Intel: Inside the $120 Billion CPU Gold Rush
CPUs have gone from an afterthought to becoming the AI trade’s next great bottleneck – and with AMD, Nvidia, Arm and Intel circling a market that is doubling nearly overnight, the only question left i
Google TPU v8 vs Nvidia: How Inference Is Rewriting the AI Market
In April, Google announced it would begin selling its TPUs to select third-party data center operators, which is something the market has anticipated for nearly a decade. The TPU-versus-Nvidia-GPU deb
The AI Networking Stock That Beat Nvidia by 7X YTD for Returns of 135% YTD
AI networking stock Lumentum is among the key I/O Fund winners in 2026. We allocated heavily to LITE in January—a month before Nvidia backed the company. While most investors couldn’t stomach taking a
Bloom Energy — Our 2026 Top Pick Was the Best Performing Stock in April
April was the best month in six years for the Nasdaq-100. The single best-performing large-cap stock wasn't Nvidia, Microsoft, or Meta. It was Bloom Energy, up roughly 109% in one month. As you'll rec
Inside Nvidia’s $4B Optical Strategy—and Why CPO Changes Everything
Within the AI investment theme, there is nowhere that the supply chain shifts faster than in networking, leading companies to gain content on new platforms or lose incremental share. The reason is str
Is Nvidia Stock a Buy? Why Semiconductor Strength May Signal a Market Top
In this report, we take a deeper look at the technical scenarios, which suggests that Nvidia’s latest high is shaping up to be a potential bull trap. That view is corroborated by the broader semicondu
Nvidia’s $20 Trillion Thesis Is Intact. My 2026 Allocation Isn't
The thesis on Nvidia's hardware moat has played out exceptionally well, but that also highlights one of the biggest risks investors face, which is becoming emotionally attached to a winning stock. Whi
