Nvidia’s Superpower, Reddit’s Democratized IPO, & the Capital One-Discover Deal | Prof G Markets

This week on Prof G Markets, Scott discusses what’s unique about Reddit’s upcoming IPO and shares his thoughts on its $60 million AI content licensing deal with Google. We also break down Capital One’s acquisition of Discover, and Scott makes a prediction around whether or not it will be approved. Finally, Scott and Ed take a look at Nvidia’s supreme impact on the global markets.
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Timestamps:
00:00 - This week's number
00:54 - Today's episode
03:06 - Market Vitals/Headlines
15:02 - Reddit’s Democratized IPO
21:46 - the Capital One-Discover Deal
31:31 - Nvidia’s Superpower
44:12 - Week Ahead
44:23 - Prediction
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Пікірлер: 111

  • @kortyEdna825
    @kortyEdna82523 күн бұрын

    I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, aiming to retire comfortably.

  • @foden700

    @foden700

    23 күн бұрын

    I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.

  • @brucemichelle5689.

    @brucemichelle5689.

    23 күн бұрын

    Facing a similar situation, I sought advice from an invęstment advisęr. Through portfolio restructuring and diversification with good ETFs, S&P 500 and growth stocks, I've turned my portfolio around from $200k to over $800k in a few years.

  • @PatrickFitzgerald-cx6io

    @PatrickFitzgerald-cx6io

    23 күн бұрын

    It appears that your investment advisor is highly skilled. Could you please let me know if you are still in contact with this advisor and, if so, how?

  • @brucemichelle5689.

    @brucemichelle5689.

    23 күн бұрын

    She goes by ‘’Colleen Rose Mccaffery’ I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

  • @PatrickFitzgerald-cx6io

    @PatrickFitzgerald-cx6io

    23 күн бұрын

    Thank you for sharing, I must say, Colleen’’ appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled a call

  • @mikeh7515
    @mikeh75153 ай бұрын

    Love how Prof G team can openly razz the prof. Seems silly but shows authenticity and humility. Hard to find these days.

  • @stevegrey1130
    @stevegrey11303 ай бұрын

    the yield on bonds have decreased especially on the long end (30 and 10 Y) indicating that the demand is still there even if the supply remains huge showing a preference for safety. I'm still at a crossroad regarding whether or not to liquidate my $138k

  • @Thomaspaul519

    @Thomaspaul519

    3 ай бұрын

    Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.

  • @donaldhommes7549

    @donaldhommes7549

    3 ай бұрын

    I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000

  • @Gdrtffd

    @Gdrtffd

    3 ай бұрын

    Please will you be kind enough to share the details of the man that helped you?

  • @donaldhommes7549

    @donaldhommes7549

    3 ай бұрын

    Actually its a Lady. Yes my go to person is a 'MARY KALIOPE BRAUN'. So easy and compassionate Lady. You should take a look at her work.

  • @Gdrtffd

    @Gdrtffd

    3 ай бұрын

    Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks *.*

  • @spanishflea634
    @spanishflea6343 ай бұрын

    To the bingo card: "edibles"

  • @prashantsingh8977
    @prashantsingh89773 ай бұрын

    You should add, 'In sum', 'when others zig, you zag!' to the Bingo Card!

  • @mz489
    @mz4893 ай бұрын

    "...what do I mean by that?" for the Bingo card

  • @fredbennett5285
    @fredbennett52852 ай бұрын

    Thanks guys, great show!

  • @LevelofClarity
    @LevelofClarity3 ай бұрын

    41:00 This is spot on. Great words. The question is what do we do about? Is there policy that can be implemented to alleviate food insecurity, the homeless veteran problem (and homelessness in genera), etc. This is probably in the top 2 or 3 issues that will determine whether the United States remains prosperous for many generation to come.

  • @samuelbelete9830
    @samuelbelete98303 ай бұрын

    Every time I see ads on a Prof G episode I’m shocked they haven’t been demonetized! Never change 😂

  • @macccu

    @macccu

    3 ай бұрын

    Prof G don't care about YT pennies

  • @mariannerady1137
    @mariannerady11373 ай бұрын

    juggernaut is missing from the bingo card

  • @ray-mc-l
    @ray-mc-l3 ай бұрын

    For the bingo card: when Prof G says "that's good" about his own joke

  • @CapeBlends
    @CapeBlends3 ай бұрын

    great as always - jokes were a bit more random than usual however :')

  • @tonynelson5229
    @tonynelson52293 ай бұрын

    I own Vizio TVs but they only serve as displays for my Roku’s.

  • @-Gramps
    @-Gramps3 ай бұрын

    I have to agree with the “bleeding heart” comments from Scott. Our economy *soared* post WW 2 & the max tax rate was approximately 96%. I’m not advocating for that, but I’m tired of the tech bros making $$ billions & barely contributing to the country that facilitated their wealth. No, I don’t propose 96%, but 37% is simply too little.

  • @samyueldanyo8679
    @samyueldanyo86793 ай бұрын

    The pick and shovels of Nvidia are the semi manufacturing machine players like ASML, LRCX, AMAT, ACLS, KLAC, etc. not saying that they are cheap because their revenue has been dropping yet they are at an all time high.

  • @brettreilly3005
    @brettreilly30053 ай бұрын

    People hate banks because credit cards, interest rates on credit cards, and fees. It's that simple. You are the first if not one of the few who acknowledge being a Capitalist and a bleeding heart. And pointing out the fact that we have katrillions of dollars flowing through our society at the same time we kathousands of homeless, and so many people problems that could be addressed by getting those who benefit the most to kick more. Thank you.

  • @Anymonous246
    @Anymonous2463 ай бұрын

    When you going on All-In podcast my man

  • @naveenkp8305
    @naveenkp83053 ай бұрын

    Prof-G : Is the initial 2 mins standup an alternate career you plan to have? Most of them are really good and collectively the jokes over the last few year's can do a 1hr stand up

  • @blakethomson7901
    @blakethomson79013 ай бұрын

    For the Bingo card: Whenever Prof G's laugh descends into a sigh. The ha ha ha ohhhh

  • @lqpbq
    @lqpbq3 ай бұрын

    Those comments about corporate tax rates are spot on. There's no reason why they can't contribute a few billion to make lives of people in this country better

  • @bigcheesexxl

    @bigcheesexxl

    3 ай бұрын

    You don't even need to raise tax rates, just fund the IRS and do more audits, close the tax gap.

  • @thiagomassa9807
    @thiagomassa98073 ай бұрын

    Scott's teeth is really white Today, did he get new false teeth? Maybe a dad joke next episode about it?

  • @-Gramps

    @-Gramps

    3 ай бұрын

    Yep, Scott’s teeth are “so bright, I gotta wear shades!” Old school song reference.

  • @smarv8
    @smarv82 ай бұрын

    6:11 this is why I always watch the show. “I don’t know why I brought that up, anyways” 😂😂😂

  • @toddp765
    @toddp7653 ай бұрын

    Bit of clarification, PayPal/Venmo use Visa/Mastercard networks for some types of transactions.

  • @e.oconnell8461
    @e.oconnell84613 ай бұрын

    Payment Card Industry (PCI) is the group that over sees electronic (credit card) payments. VISA and MasterCard were founders of PCI.

  • @desertislanddivs
    @desertislanddivs3 ай бұрын

    Andrew Dice Tyson 😂🤣😂 Great gamer tag 💶💶🎲🎲🍸🍸

  • @mfblosangeles
    @mfblosangeles3 ай бұрын

    "...where does this podcast find you?"

  • @aconsideredmoment
    @aconsideredmoment3 ай бұрын

    NVIDIA TAM plus turn, right?! What has been/will be the turn needed for customers to not simply increase efficiency but avoid extinction. Then, add innovations, applications, and extensions and it would be a mistake to think of a Moore's Law rate of change as linear. This is more likely volumetric or three-dimensional exponential rate of change.

  • @MFunkibut
    @MFunkibut3 ай бұрын

    What happens when all these CEOs who ask "What can we do with AI?" finally discover that the answer for the VAST majority of them is "Oh...nothing"?

  • @josephabraham4058
    @josephabraham40583 ай бұрын

    Who is going to be the leader, or the innovator in Quantum? More specifically, who is standing at the origin of Quantum and A.I.?

  • @bindak
    @bindak3 ай бұрын

    I laughed (inappropriately?) hard (pun!) at the banana joke

  • @chrism.1131
    @chrism.11313 ай бұрын

    Nvidia H 100 chip sells for $3320 an approximately 1000% markup. Scotts graphic shows approximately 600 K chips on order. It has been reported, Meta has upped their order to 350 K.

  • @jolness1
    @jolness13 ай бұрын

    Comparing the streaming sports bundle to YT tv on cost isn’t totally fair imo, YT offers way more than just sports so it costing more makes sense.

  • @chrism.1131
    @chrism.11313 ай бұрын

    Hey Ed… Showing up too late to the party could also apply to crypto.

  • @matthewmelange
    @matthewmelange3 ай бұрын

    2:00 you need to add private jet & semi exotic travel to the bingo card

  • @duluthdjs2588
    @duluthdjs25883 ай бұрын

    NVIDIA has the hardware game on lock, but who's going to dominate the software side of AI?

  • @nikita_kozlov
    @nikita_kozlov3 ай бұрын

    In regard to the Jensen Huang story. At 38:00 So was he not wearing his black leather jacket on the beach?!

  • @crazyguy4525
    @crazyguy45253 ай бұрын

    I literally just watch for the jokes... Ok not really, keep up excellent work 👌

  • @sihlemaqina8545
    @sihlemaqina85453 ай бұрын

    "see above"

  • @zacsstevens
    @zacsstevens3 ай бұрын

    I wonder if part of the reason it’s only $60M/yr to start is because they need Google to go after OpenAI and the others who have a bunch of Reddit content in their LLMs

  • @stephencheng5715
    @stephencheng57153 ай бұрын

    Nvidia still has a long runway. Besides the demand for its GPUs and networking products from hyperscalers, there are still demand from countries to build up their sovereign AI infrastructure. And then you have enterprises utilizing Nvidia’s AI Enterprise service (lots of enterprises don’t have hyperscalers’ resources to develop their AI models) which essentially is AI as a service; and then the heavy industry (big manufacturers for example) will utilize Nvidia’s Nemo service to create digital twin. These services will generate high margin recurring revenue stream. The Nvidia story is just getting started!

  • @CaseyAndrewWoods
    @CaseyAndrewWoods3 ай бұрын

    Did Scott’s veneers get bigger?

  • @gsmarin1
    @gsmarin1Ай бұрын

    To answer your question Scott we could figure it out except for Massive Greed and Hubris

  • @BinocularRivalry
    @BinocularRivalry3 ай бұрын

    "TRUE story, Ed!" needs to be added to the bingo card

  • @jasonnugent963
    @jasonnugent9633 ай бұрын

    I got my invite to the Reddit DSP,.. I'm planning to buy if they allow me to. Especially if the initial stock price is affordable (say,. under $100 ).. if it's something like $10 to $20, I can totally see myself buying a nice amount just to see what happens.

  • @bhappy317
    @bhappy3173 ай бұрын

    Add "See Above" to the bingo chart

  • @kraigadams
    @kraigadams3 ай бұрын

    add yelling "COME ON"

  • @meccanised
    @meccanised3 ай бұрын

    Company tax needs to be Globally revisited en masse - our previous 0% interest rates and negative interest rates have produced the largest decoupling of wealth inequality the world has ever seen. Not only that inter generational wealth has skewed the profits toward the rich and elderly at the cost of the young.

  • @ErickOberholtzer
    @ErickOberholtzer3 ай бұрын

    Streaming businesses seem deeply unserious and always caught up in their own shit.

  • @srinics7
    @srinics73 ай бұрын

    Scott, did you actually say “X, Y and Zed”?? 🤪

  • @rahul_jani
    @rahul_jani3 ай бұрын

    The bingo cards: double click

  • @rafaelalbertoderasfunes1910
    @rafaelalbertoderasfunes19103 ай бұрын

    What is dofferent from this AI scenario to a bubble? Nvidia is pushing valuations all over the place, not just for them, lots of companies for using AI for whatever thing you want to generate, but they are struggling for the same market on the inside

  • @BodyByBenSLC
    @BodyByBenSLC3 ай бұрын

    Scott gushing over Nvidia reminds me of 2008.

  • @JB-tj9mm
    @JB-tj9mm3 ай бұрын

    “I don’t know why I brought that up”

  • @muffin2926
    @muffin29263 ай бұрын

    Just curious, what's Scott's process for coming up with these jokes?

  • @walterpark8824

    @walterpark8824

    3 ай бұрын

    Pick and shovel into soft soil!

  • @walterpark8824
    @walterpark88243 ай бұрын

    Your 'bleeding heart' (not socialist-- that made Ed smile) comment was exactly right. I wish Ed had commented on that instead of going to 'is it too late to join the party'. The valuation may be correct economically, but as you said in others words, society allowing all that value to accumulate in so few hands -- through incorrect taxation -- is wrong. No we should not spend trillions on cool toys while there are homeless vets and hungry kids. Yesterday, I told a friend, 'I enjoy the science of artificial intelligence, but i'd rather we spent that 7 trillion, or a good fraction of it, on NATURAL intelligence, in other words, on the care, feeding, and education of the next generation. The soldiers of MAGA are the people we've ignored and diminished in America.

  • @ziv2liv
    @ziv2liv3 ай бұрын

    Credit cards are only means of convince payment method. The only reason to have them, is if you can pay the balance every month and just enjoy the perks. If you use them to pay for things you cannot afford in the first place, you're doing it wrong.

  • @patronspatron7681
    @patronspatron76813 ай бұрын

    "AI is the corporate Ozempic" Foreshadows the disruption that is going to hit us.

  • @DataSpook
    @DataSpook3 ай бұрын

    Lost interest at 21:00

  • @FighterFlash
    @FighterFlash3 ай бұрын

    Haha the story gets better if Jenson was wearing his leather jacket

  • @Espacemtl
    @Espacemtl3 ай бұрын

    The jokes are as funny as Scott's teeth. So pretty funny.

  • @ericwood3709
    @ericwood37093 ай бұрын

    We can "figure out" the poverty issues, but politicians do not seem to be incentivized to come together and act in a meaningful way. That's one part of it. Another part is that poor people often create their own problems. I made myself poor for many, many years just by spending irresponsibly. It's not solely a social or political matter, but one of personal responsibility as well. But I know that costs of living are also very high and that pay remains an issue. Why is the federal minimum wage such a pitiful joke? Comes back to the first issue I mentioned of politicians failing to act. They prefer to blame each other and hope it brings them more votes in the next election instead.

  • @1979slag
    @1979slag3 ай бұрын

    troy aikman whut? Hopefully it’s Derrick Rae and Ally McCoise.

  • @gordonsteen8415
    @gordonsteen84153 ай бұрын

    Ed upa your brand.

  • @niccolo4884
    @niccolo48843 ай бұрын

    “Anyways”

  • @cavemankiwi
    @cavemankiwi3 ай бұрын

    I thought the banana was going to be the butt of a joke.

  • @M0SA1C_
    @M0SA1C_3 ай бұрын

    Making fun of Ed’s age

  • @ned5162
    @ned51623 ай бұрын

    i bought Nvidia at 756

  • @adrianr87
    @adrianr873 ай бұрын

    Stadium names are more ridiculous than powerful.

  • @matthewyoung6147
    @matthewyoung61473 ай бұрын

    However, however

  • @johnnyguitar2929
    @johnnyguitar29293 ай бұрын

    Stop listening to Aswash on Nvidia!! He continues to underestimate the growth of the AI market. He was bearish when Nvidia was $400.

  • @ayushkukreja111
    @ayushkukreja1113 ай бұрын

    1st

  • @chrism.1131
    @chrism.11313 ай бұрын

    I just noticed… Scott has the whitest teeth on the planet.

  • @MichaelLaFrance1

    @MichaelLaFrance1

    3 ай бұрын

    I think that may be a recent upgrade.

  • @tonyfarfan2

    @tonyfarfan2

    3 ай бұрын

    Was wondering what was going on there@@MichaelLaFrance1

  • @Patrickjaszarowski
    @Patrickjaszarowski3 ай бұрын

    I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Kathleen Sanford

  • @Patrickjaszarowski

    @Patrickjaszarowski

    3 ай бұрын

    she's mostly on Telegrams, using the user name

  • @Patrickjaszarowski

    @Patrickjaszarowski

    3 ай бұрын

    fxsanford 💯 ..that's it

  • @ethanzhang7229
    @ethanzhang72293 ай бұрын

    Look at the thumbnail pic, ProfG found his son (didn't Daddy donate sperum before? aaaahhhh....scandal)

  • @ericmackey13
    @ericmackey133 ай бұрын

    41:15 -- you want to know how the American economy can support multiple trillion dollar corporations *while also* having homeless veterans and food insecurity? Answer: there's no money to be made with housing the homeless and/or feeding the hungry

  • @5050songs
    @5050songs3 ай бұрын

    I’m shocked to hear that you both think SOHO House is good. Anytime I’ve been as a guest, I just wanted to be anywhere else in NYC. You can’t curate cool.

  • @peterlogan2781
    @peterlogan27813 ай бұрын

    Scott's teeth are SO WHITE!

  • @jaedme
    @jaedme3 ай бұрын

    nah, oil still runs the world.

  • @user-ql4ud9zr7m
    @user-ql4ud9zr7m3 ай бұрын

    How about we tax your, professor first? Why are you so rich and didn’t donate half of your money?

  • @dikshanttahilramani1789
    @dikshanttahilramani17893 ай бұрын

    Average Episode

  • @kamrudkd
    @kamrudkd3 ай бұрын

    Hey haters got new for you...... Royce gracie of the Gracie MMA family just become Muslim.

  • @organic723
    @organic7233 ай бұрын

    This God awful standup routine was enough to unsubscribe… Imagine you went to your dentist and he started doing stupid humor like this!

  • @HughJass-jv2lt

    @HughJass-jv2lt

    3 ай бұрын

    😂😂 See ya later!

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