Chip Wars & Moonshot Math: Why NVDA at $20 Trillion Isn’t Crazy
Update: 2025-12-01
Description
This week on The Big Skinny, Lou Basenese dives into the latest Chip Wars frenzy after news of the Google/Meta chip collaboration sent Nvidia shares south. Then Beth Kindig joins the show to make the case behind her bold call: NVDA hitting a $20 trillion market cap by 2030 – and why the market keeps underestimating demand for AI hardware.
Lou also revisits the second half of his Top 10 AI Stocks Not Named Nvidia list, with picks across chips, software, robotics, and AI-native biotech. Plus, Lou digs into the implications of cheap oil and what to make of runaway spending by consumers, bullish emerging markets bets and the fact ChatGPT just turned 3.
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