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.
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