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NVIDIA's success in the AI revolution

Shared Lunch

How long can the phenomenal run of US chip maker NVIDIA’s run last?  And what should retail investors consider when it comes to AI?.

We put these questions and more to PIE Funds Head of Global Research Guy Thornewill and PIE Founder and Chief Investment Officer Mike Taylor. 

This conversation provides perspective on NVIDIA’s business model, the competitors on its heels, who stands to win and lose, and is the stock overvalued?

Brought to you by Sharesies, with BusinessDesk

Shared Lunch is hosted by BusinessDesk journalists including Frances Cook. 

Each week, we’ll alternate between an interview with a company leader and an industry deep dive.

Tune in on YouTube to watch or subscribe to the podcast on Spotify, Google Podcasts, or Apple Podcasts.

Ok, now for the legal bit

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. 

Shared Lunch is for a New Zealand audience.

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