Nvidia’s Big Number
发布时间 2025-05-29 20:00:00 来源
摘要
$24 billion of free cash flow in a single quarter is no small feat. If Nvidia can keep that pace, it may actually be trading at a reasonable price.
(00:21) Tim Beyers and Mary Long discuss:
- Market relief about the latest in Trump’s trade saga.
- A rose and a thorn from Nvidia’s latest report.
- Another trade-related announcement that affects the semiconductor supply chain.
Companies discussed: NVDA, CDNS, SNPS, SIEGY
Host: Mary Long
Guest: Tim Beyers
Engineer: Dan Boyd
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