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Beth Kindig

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“Compute is worthless if you can’t power it.” With Charles V Payne, I break down the I/O Fund’s early call on Bloom $BE at $16—and another company well positioned to meet the scale of power AI will require over the next decade.

“Compute is worthless if you can’t power it.” With Charles V Payne, I break down the I/O Fund’s early call on Bloom $BE at $16—and another company well positioned to meet the scale of power AI will require over the next decade.

47,949 次观看 • 4 天前

Glad to be back with Charles V Payne to discuss $NVDA after Q2’s report. In the clip below, we unpack one of the most important shifts happening in Nvidia’s business – and the mind-boggling stat that explains why $NVDA growth will remain stronger than the Street expects.

Glad to be back with Charles V Payne to discuss $NVDA after Q2’s report. In the clip below, we unpack one of the most important shifts happening in Nvidia’s business – and the mind-boggling stat that explains why $NVDA growth will remain stronger than the Street expects.

142,153 次观看 • 1 个月前

Nvidia $NVDA is at roughly a $160B run rate for the data center. In an interview with Caroline Hyde from Bloomberg Technology, I discuss the path to a $300B run rate plus the constraints that Nvidia and the broader AI market face as we approach future generations of GPUs.

Nvidia $NVDA is at roughly a $160B run rate for the data center. In an interview with Caroline Hyde from Bloomberg Technology, I discuss the path to a $300B run rate plus the constraints that Nvidia and the broader AI market face as we approach future generations of GPUs.

905,452 次观看 • 1 年前

There will be a moment when companies are able to monetize AI to where capex costs are absorbed. In terms of the ability to monetize AI, this is being proven as we speak with OpenAI exhibiting the fastest run rate from $0 to $20 billion in all of tech’s history. I joined Bloomberg Technology to discuss how the incoming AI monetization wave can help absorb elevated capex costs, and how the AI accelerator market will widen beyond Nvidia $NVDA and benefit other firms such as Broadcom $AVGO.

There will be a moment when companies are able to monetize AI to where capex costs are absorbed. In terms of the ability to monetize AI, this is being proven as we speak with OpenAI exhibiting the fastest run rate from $0 to $20 billion in all of tech’s history. I joined Bloomberg Technology to discuss how the incoming AI monetization wave can help absorb elevated capex costs, and how the AI accelerator market will widen beyond Nvidia $NVDA and benefit other firms such as Broadcom $AVGO.

130,899 次观看 • 9 个月前

I recently joined Charles V Payne to share my thoughts on AI’s disruptive threat to software, and how only a select few names out of hundreds, such as Palantir $PLTR and Meta $META, are early signals of where durable AI growth is forming.

I recently joined Charles V Payne to share my thoughts on AI’s disruptive threat to software, and how only a select few names out of hundreds, such as Palantir $PLTR and Meta $META, are early signals of where durable AI growth is forming.

73,584 次观看 • 7 个月前

Last week, I joined Bloomberg Tech in-studio in New York to talk about the critical shortages we are seeing from the AI data center buildout, and how to navigate AI stocks in this complex market. Ed Ludlow Caroline Hyde $NVDA $AMD

Last week, I joined Bloomberg Tech in-studio in New York to talk about the critical shortages we are seeing from the AI data center buildout, and how to navigate AI stocks in this complex market. Ed Ludlow Caroline Hyde $NVDA $AMD

78,930 次观看 • 8 个月前

Charles Payne Charles V Payne and I have been talking about Nvidia $NVDA for years. Earlier today, we discussed one of the most important statements Jensen Huang has ever made - one that reframes how investors should think about Nvidia’s next phase of growth. Watch below ⬇️

Charles Payne Charles V Payne and I have been talking about Nvidia $NVDA for years. Earlier today, we discussed one of the most important statements Jensen Huang has ever made - one that reframes how investors should think about Nvidia’s next phase of growth. Watch below ⬇️

65,951 次观看 • 7 个月前

Earlier this month, I joined Charles V Payne in studio to discuss my top AI stock pick for 2026 -- a company solving one of the most mission-critical constraints in AI data centers: power.

Earlier this month, I joined Charles V Payne in studio to discuss my top AI stock pick for 2026 -- a company solving one of the most mission-critical constraints in AI data centers: power.

61,406 次观看 • 7 个月前

Those calling this an “AI bubble” assume monetization efforts will not offset the capital being invested. What if the opposite happens after the initial monetization gap - revenue accelerates, profits begin to scale, and the market reprices AI companies dramatically higher. I shared my thoughts last week in my interview with Charles V Payne on why the biggest risk to investors is not that AI is in a bubble - but rather the opportunity cost of missing out. $NVDA

Those calling this an “AI bubble” assume monetization efforts will not offset the capital being invested. What if the opposite happens after the initial monetization gap - revenue accelerates, profits begin to scale, and the market reprices AI companies dramatically higher. I shared my thoughts last week in my interview with Charles V Payne on why the biggest risk to investors is not that AI is in a bubble - but rather the opportunity cost of missing out. $NVDA

67,410 次观看 • 10 个月前

Ahead of earnings yesterday, I stated on Charles V Payne that Nvidia $NVDA could see a price in the mid-to-high $200s by this time next year. That equates to more than a $6.5T market cap from Blackwell and Blackwell Ultra -- or 2/3 of the way to my original $10T prediction by 2030.

Ahead of earnings yesterday, I stated on Charles V Payne that Nvidia $NVDA could see a price in the mid-to-high $200s by this time next year. That equates to more than a $6.5T market cap from Blackwell and Blackwell Ultra -- or 2/3 of the way to my original $10T prediction by 2030.

87,224 次观看 • 1 年前

Never underestimate Wall Street on missing the big picture with $NVDA. In Q3, analysts nitpicked margins despite Nvidia reporting 2X higher revenue than predicted coming into this year. Hear my thoughts on Q3 in this 10 minute interview with David Ingles and Haidi Lun Stroud-Watts 伦海迪 at Bloomberg Asia.

Never underestimate Wall Street on missing the big picture with $NVDA. In Q3, analysts nitpicked margins despite Nvidia reporting 2X higher revenue than predicted coming into this year. Hear my thoughts on Q3 in this 10 minute interview with David Ingles and Haidi Lun Stroud-Watts 伦海迪 at Bloomberg Asia.

110,096 次观看 • 1 年前

Nvidia and its suppliers are the best trade of the year – the question that remains is timing. There is $100 billion pointed at the NVL 72 systems, if these were shipping in volume (and on time), the supply chain would be on fire right now – is what I mean by timing. $NVDA $SMH You can’t put $100 billion into production for one SKU and ship in volume without a splash in the large supply chain that builds these AI systems. There was no splash (yet). I also pointed out yesterday before the bell that investors do better when proxies participate – whether that’s suppliers providing a clear, green light or an ETF like SMH, which is 14% off ATHs. The Street was exuberant going into the print, aggressively raising price targets -- yet, Nvidia's stock has been range bound for 9 months stuck between $110 and $150. The much-needed catalyst is likely arriving in H2. 👇

Nvidia and its suppliers are the best trade of the year – the question that remains is timing. There is $100 billion pointed at the NVL 72 systems, if these were shipping in volume (and on time), the supply chain would be on fire right now – is what I mean by timing. $NVDA $SMH You can’t put $100 billion into production for one SKU and ship in volume without a splash in the large supply chain that builds these AI systems. There was no splash (yet). I also pointed out yesterday before the bell that investors do better when proxies participate – whether that’s suppliers providing a clear, green light or an ETF like SMH, which is 14% off ATHs. The Street was exuberant going into the print, aggressively raising price targets -- yet, Nvidia's stock has been range bound for 9 months stuck between $110 and $150. The much-needed catalyst is likely arriving in H2. 👇

83,623 次观看 • 1 年前