{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Paul Truesdell Podcast","title":"Nvidia and Colonel Sanders","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/176df2e3\"></iframe>","width":"100%","height":180,"duration":2521,"description":"The Paul Truesdell PodcastEpisode 330Tuesday, February 27, 2024 • 42:01SUMMARY KEYWORDSNavidia, Ukraine, Russia, China, cryptocurrency, chips, manufacturing, company, investing, graphics cards, gaming, overnight success, founder, family connections, data centers, technology, video, graphics, cell phone gamesSPEAKERSPaul Grant Truesdell, J.D., AIF (The Elder), Paul Grant Truesdell, II (The Younger)DISCLAIMERDue to our extensive holdings and our clients, you should assume that we have a position in all companies discussed and that a conflict of interest exists. The information presented is provided for informational purposes only. Truesdell Wealth, Inc. - A Registered Investment Advisor - Florida - 212-433-2525 | Paul Grant Truesdell, J.D., AIF, Founder00:00The Paul Truesdell podcast Tuesday, February 27, 2024Paul Grant Truesdell, J.D., AIF  00:04we are going to talk a little bit about Nvidia and the evaluation. What's your initial thoughts on it? It'sPaul Truesdell, II  00:11an amazing i, what, two to three years, if you look at it, it's kind of been obvious that they were going to take this super track, but I don't know, the the hype, to me seems a little bit above reality. And it's not as long term thinking as it should be. But, you know, that's kind of how things go. When you get fads, people are extremely exuberant, about, about things, especially AI and all of them, they are effectively the only major engine that is pushing all of that forward. So youPaul Grant Truesdell, J.D., AIF  00:45Well, let's pull back and talk a little bit about just exactly what the who the company is what exactly they do. But I think, because I don't think a lot of people really understand what their processes and procedures are. Let's just let's run through that in terms of invention manufacturing, high end, low end, let's just kind of cover the big broad picture briefly.Paul Truesdell, II  01:05Yeah, I mean, so it's valued, like an insane tech company. And basically, they are,...","thumbnail_url":"https://img.transistorcdn.com/115-XsjkdwCpJ99xv-8oZ76t6jr8ScWEC5MYSKzL0ig/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82MTUx/OWRiNTc0NTk0Y2Nk/M2VjYTliMGVhN2Zm/YTZkZi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}