00:00 Speaker A

It has been a big third quarter for Jensen. Huge! Huge!

00:02 Speaker A

He has had lunch with the president, various lunches, which you saw yesterday.

00:05 Speaker A

He got invited to the state dinner with the president.

00:07 Speaker A

You got Nvidia stock up about 90% this quarter.

00:11 Speaker A

like, oh yeah, I bought hugging face.

00:13 Speaker A

I didn’t buy it. Jensen bought a hugging face for billions and billions of dollars after that big breach.

00:18 Speaker A

Somebody had to get hugging face. He wasn’t going to let it go to open AI.

00:20 Speaker A

Hell no, said Jensen.

00:23 Speaker A

Company came out, August,

00:24 Speaker A

big quarter. Jensen hops on an earnings call, says growth might be over 100% next year.

00:27 Speaker A

What other companies growing over 100%? nobody.

00:30 Speaker A

came out this week with the largest ever stock buyback in history, $150 billion.

00:34 Speaker A

Total stock buyback for Jensen and Nvidia now 200 please $235 billion.

00:37 Speaker A

Big win after big win for Nvidia this quarter.

00:41 Speaker A

Now, you want to push back on me and say, look, Nvidia’s not doing everything perfect. I get it.

00:44 Speaker A

And there are some of the wins uh you see from uh Nvidia right there, tick by tick.

00:48 Speaker A

Now the bar has been high. They had a great quarter. Nvidia has to crush it when they report earnings in a few weeks and I think they will.

00:52 Speaker A

Nvidia also has the stock for the third quarter, which is technically not end over. It’s not over until the market closes today.

00:57 Speaker A

There it is. Good old Alpha space. Nvidia stock chart really uh up and to the right throughout the quarter because of a lot of those big wins.

01:04 Speaker A

I can’t say I’m surprised because that’s what Nvidia does.

01:07 Speaker A

All they do is win.