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All-In Podcast · Aug 29, 01:19 AM UTC

Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

xyz:NVDABUYHIGH confidenceUpdated Sep 6, 10:54 AM UTC

Historical operation · Retained

“on. Nvidia just had a record setting”

Quoted source · 09:06–59:31 · 290 source segments

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Play from 09:06

Model assessment

NVIDIA reported a blowout quarter with revenue of $96.2 billion (up 106% YoY), net profit of $60 billion, and guided for 70% growth next year versus 45% expected. The stock rose 9% on the news, and the speakers highlight the company's strong position in AI and open-source acquisitions.

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