Nvidia’s Big Number

$24 billion of free cash flow in a single quarter is no small feat. If Nvidia can keep that pace, it may actually be trading at a reasonable price.

(00:21) Tim Beyers and Mary Long discuss:

- Market relief about the latest in Trump’s trade saga.

- A rose and a thorn from Nvidia’s latest report.

- Another trade-related announcement that affects the semiconductor supply chain.

Companies discussed: NVDA, CDNS, SNPS, SIEGY

Host: Mary Long

Guest: Tim Beyers

Engineer: Dan Boyd

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