The tech giant continues to crush analysts’ lofty expectations. Asit Sharma joins Ricky Mulvey to discuss the boom of Nvidia’s data center business, future growth stories for the company, and some questions about its valuation. Then, 13 minutes in, Matt Frankel and Mary Long continue their conversation about David and Goliath business match-ups. Companies discussed: NVDA, META, CAVA, SG, CMG, MKL, KNSL. Host - Ricky Mulvey; Guests - Asit Sharma, Mary Long, Matt Frankel
