Podcast Stock Advisor

NVDA NVIDIA

Picks
186
Buy
84
Sell
5
Distinct hosts
1
Latest action
BUY
Latest 30d
—

Price (last 90 days)

2026-05-22 → 2026-09-30 · 214.84 → 230.67 (+7.4%)

Pick history

DateActionConfHost / episodeSummary7d30d90d
2026-10-05 WATCH MEDIUM Rob Black Show
Afternoon podcast 10-5-26
Nvidia up 2.1% to $238.90; asked to name one MAG-7 stock, the host said he is looking at Nvidia and Amazon on a downside-vs-upside basis. [audio] — — —
2026-10-05 MENTIONED LOW Rob Black Show
Nasdaq Hits Fresh High
Nvidia trades at 15x 2027 earnings against ~70% guided revenue growth and is viewed on Wall Street as the best risk-adjusted AI trade, up 12% since the June 2022 semiconductor-index peak, ahead of its mid-November report. [audio] — — —
2026-10-02 MENTIONED LOW Rob Black Show
Afternoon podcast 10-2-26
Nvidia hit a new all-time high with a $5.7 trillion market cap after announcing a monster buyback. [audio] — — —
2026-10-01 MENTIONED LOW Rob Black Show
Afternoon podcast 10-1-26
Cited as the largest index weight (~8.3% of the S&P 500 and Nasdaq 100) and as the driver of the earnings growth that has left index valuations elevated; named among the Mag7. [audio] — — —
2026-10-01 MENTIONED LOW Rob Black Show
Beginning The Month Of October 2026
The host owns Nvidia and says Broadcom's Anthropic chip-leasing deal is not necessarily bad for it, but questions whether Nvidia and Micron can maintain current margins for years to come. [audio] — — —
2026-09-30 BUY MEDIUM Rob Black Show
Stocks Rise After Inflation Slowed Last Month
Nvidia rose $3 to $230, near its $236 52-week high ahead of a late earnings report; the host adds on 10-30% pullbacks. [audio] — — —
2026-09-29 WATCH MEDIUM Rob Black Show
Stocks Little Changed As Traders Watch Yield Moves
NVIDIA's forecast earnings and revenue growth were impressive, but Rob warned that very high expectations may already be reflected in stock prices. [audio] — — —
2026-09-28 MENTIONED MEDIUM Rob Black Show
Afternoon podcast 9-28-26
Black highlights NVIDIA rising 1.6% against a weak semiconductor tape after raising its buyback authorization to $235 billion and launching an open agent safety platform. [audio] — — —
2026-09-28 MENTIONED MEDIUM Rob Black Show
Markets Drop Weighed Down By Rising Oil Prices
Black highlights NVIDIA's record $150 billion buyback increase to a $235 billion authorization plus a new AI agent safety platform, framing the buyback as evidence of extraordinary cash generation and the platform as expanding its full-stack AI role. [audio] — — —
2026-09-24 MENTIONED LOW Rob Black Show
Afternoon podcast 9-24-26
Named as one of the giant AI names everyone already talks about, contrasted with under-the-radar storage. [audio] — — —
2026-09-24 WATCH HIGH Rob Black Show
Stocks Slide Again As Treasury Yields Push Higher
Earnings Wednesday are the week's key AI-trade read; trades near 17x forward earnings versus 19x for the S&P, with AI spending up 92% year over year. [audio] — — —
2026-09-23 MENTIONED LOW Rob Black Show
Stocks Fall As Yields Shoot Higher
Nvidia fell about 1.4% and was also named as an IonQ partner lending credibility to quantum computing. [audio] +2.3% — —
2026-09-22 WATCH MEDIUM Rob Black Show
Afternoon podcast 9-22-26
Rob praised Nvidia's extraordinary growth and said it probably deserved Apple's valuation multiple. [audio] -0.7% — —
2026-09-22 WATCH MEDIUM Rob Black Show
Markets Near High As Oil Falls
Nvidia was discussed as an AI policy beneficiary, alongside its share move and its CEO's comments about taxes. [audio] -0.7% — —
2026-09-21 MENTIONED LOW Rob Black Show
Afternoon podcast 9-21-26
Rob cited Jensen Huang’s support for continued AI development and used NVIDIA as an example of an elite company that has offered buying opportunities after large declines. [audio] +0.7% — —
2026-09-21 MENTIONED LOW Rob Black Show
Stocks Rise As Oil Prices Ease
NVIDIA was cited among the obvious first-order beneficiaries of AI investment. [audio] +0.7% — —
2026-09-16 MENTIONED LOW Rob Black Show
Stocks Higher Ahead Of Fed Rate Decision
NVIDIA's CEO was cited in the debate over AI guardrails. [audio] +5.4% — —
2026-09-15 MENTIONED LOW Rob Black Show
Markets Fall As Losses Accelerate
NVIDIA's CEO was discussed in the AI-safety debate and as a leading AI-chip company. [audio] +7.9% — —
2026-09-14 WATCH MEDIUM Rob Black Show
Afternoon podcast 9-14-26
NVIDIA was described as a preferred way to play an AI slowdown, though the episode called the setup a headwind. [audio] +7.8% — —
2026-09-14 WATCH MEDIUM Rob Black Show
Major Shakeup In Artificial Intelligence Amid Safety Concerns
NVIDIA was described as a high-quality AI infrastructure company to buy only at a better entry point. [audio] +7.8% — —
2026-09-11 BUY HIGH Rob Black Show
Big Story Rate Hike Odds Surged
The host is bullish on NVIDIA and its GPUs because AI infrastructure and commercial robotaxis continue to require substantial compute. [audio] +1.8% — —
2026-09-10 MENTIONED LOW Rob Black Show
Afternoon podcast 9-10-26
Rob reports NVIDIA down about 2.3%, while Chad Burton later names appreciated NVIDIA shares as an example of a charitable stock donation. [audio] +0.4% — —
2026-09-10 BUY MEDIUM Rob Black Show
Stocks Dropped After Oil Prices Topped A Hundred A Barrel
Rob calls NVIDIA a favored long-term AI infrastructure investment, citing businesses building private GPU systems and its potential to benefit alongside future quantum computers. [audio] +0.4% — —
2026-09-09 WATCH MEDIUM Rob Black Show
Rising Oil Prices Continue To Rattle Investors
Rob argues that the reported Hugging Face acquisition and inexpensive programmable robots could expand developer experimentation and future demand for NVIDIA GPUs and CUDA in physical AI. [audio] -4.3% — —
2026-09-08 BUY MEDIUM Rob Black Show
Afternoon podcast 9-8-26
NVIDIA is Rob's pick for the brains of physical AI, already positioned in robotics with chips, simulation tools and AI models plus partnerships across the industry. [audio] -5.9% — —
2026-09-08 HOLD MEDIUM Rob Black Show
Stocks Drop As Oil Prices Climb
Jensen Huang says OpenAI's Astra trained on 100,000 Grace Blackwell GPUs with 400,000 more coming; Rob cites NVIDIA as one of his own long-term compounders. [audio] -5.9% — —
2026-09-04 WATCH MEDIUM Rob Black Show
Afternoon podcast 9-4-26
Layer one of his AI investment map and the central name of the segment - he argued NVIDIA's Nemotron strategy and its acquisition of Hugging Face are about keeping GPUs the default platform as models proliferate, while warning the easy picks-and-shovels phase is over. [audio] -5.1% — —
2026-09-03 BUY HIGH Rob Black Show
Afternoon podcast 9-3-26
Rob spent a long segment on NVIDIA's roughly $13 billion Hugging Face acquisition, arguing it moves NVIDIA from selling picks and shovels to owning the AI construction site, with CoreWeave data showing a 10x tokens-per-megawatt gain on Vera Rubin. [audio] -4.3% — —
2026-09-03 BUY MEDIUM Rob Black Show
Mega Cap Names Doing Well Today
Rob framed NVIDIA as an aggressive compounder near its all-time high, spending $12.9 billion on Hugging Face to buy AI talent and ecosystem access on top of its chip dominance. [audio] -4.3% — —
2026-09-03 BUY MEDIUM Rob Black Show
Afternoon podcast 9-2-26
Gained 3-4% on the day as the AI infrastructure trade stayed healthy following Dell's surge; also cited as collateral Rob pledges for cheap borrowing. [audio] -4.3% — —
2026-09-02 HOLD MEDIUM Rob Black Show
Stocks Rise For First Time In Four Sessions
Positive read-through from Dell's AI server demand, and Deutsche Bank frames NVIDIA as selling 'the brains' of the AI build-out; also one of Rob's best long-term holds. [audio] -0.3% — —
2026-09-01 MENTIONED LOW Rob Black Show
Afternoon podcast 9-1-26
Cited as proof the AI infrastructure boom now flows beyond NVIDIA into servers and storage, and as a long-term compounder the host holds and one investors debate on valuation. [audio] +3.8% — —
2026-09-01 BUY HIGH Rob Black Show
Rough Start To September
Baird has the street-high $500 target on NVIDIA, calling it a top large-cap idea on inference share gains, Vera Rubin's $20B first-quarter ramp and the Anthropic-Lambda deal doubling NVIDIA's capacity edge. [audio] +3.8% — —
2026-08-31 HOLD MEDIUM Rob Black Show
Afternoon podcast 8-31-26
Rose 1.3% to about $220.50 and helped tech support the market late in the session; also number four on the revenue-per-day list at $1.1 billion. [audio] +4.3% +4.6% —
2026-08-31 HOLD MEDIUM Rob Black Show
Stocks Fall After Strikes On Iran
NVIDIA reported great numbers and is up 8% this month and 17% this year, but Rob questioned how long great numbers hold up before they become merely good. [audio] +4.3% +4.6% —
2026-08-28 MENTIONED HIGH Rob Black Show
A Very Big Week On Wall Street
Rob framed NVIDIA's blowout quarter as the week's defining event, noting 106% revenue growth and $59.7B of quarterly profit that exceeds 12 iconic US companies combined. [audio] +5.9% +3.6% —
2026-08-27 BUY HIGH Rob Black Show
Afternoon podcast 8-27-26
Rob said he would still accumulate NVIDIA on dips of 20% from all-time highs, citing Jefferies' clear path to $1 trillion of revenue by fiscal 2029, a sold-out compute segment and the Vera Rubin product supercycle. [audio] +0.2% -1.2% —
2026-08-27 BUY HIGH Rob Black Show
Nvidia Revenue Outlook Lifts Chip Stocks
Rob called NVIDIA the gasoline of the day's rally after revenue grew over 100% year over year, AI infrastructure commitments were raised to $279 billion, and 2028 revenue guidance came in well above consensus, noting you're not paying a ridiculous multiple. [audio] +0.2% -1.2% —
2026-08-26 WATCH HIGH Rob Black Show
Afternoon podcast 8-26-26
NVIDIA crushed expectations with $2.22 EPS and $96.2 billion in revenue up 106%, yet shares fell about 2.3% after hours; Rob would not say whether the quarter justified the embedded expectations before hearing the call. [audio] +7.0% +7.5% —
2026-08-26 WATCH HIGH Rob Black Show
Inflation Remains Elevated
Rob framed NVIDIA's after-the-close Q2 report as the market's main event, calling the stock ridiculously cheap for a company at the center of the AI revolution while flagging Bank of America's concern about purchase commitments and balance sheet obligations. [audio] +7.0% +7.5% —
2026-08-25 WATCH HIGH Rob Black Show
Afternoon podcast 8-25-26
Broke a seven-session losing streak ahead of tomorrow's after-the-close earnings, which Rob calls the biggest number of the season for him. [audio] +2.1% +5.5% —
2026-08-25 BUY HIGH Rob Black Show
Yields Fall
Raymond James raised its target to $352 with a strong buy and Cantor's CJ Muse set $350 calling it time to bet big, arguing NVIDIA is evolving from a chip company into an AI infrastructure and financing platform ahead of tomorrow's earnings. [audio] +2.1% +5.5% —
2026-08-24 HOLD HIGH Rob Black Show
Afternoon podcast 8-24-26
Down 2.9% with seven bad days in a row into Wednesday earnings; Rob sees 15-20% upside at most over a year now that it is a $5 trillion company, and flags the 15% chip price hike and SpaceX deal. [audio] +5.9% +8.3% —
2026-08-24 BUY HIGH Rob Black Show
Attention Turning To Debt
Rob calls NVIDIA the beating heart of the AI build-out at 17x earnings versus 19x for the S&P, wants to own it but only on a 20-40% pullback ahead of Wednesday's earnings. [audio] +5.9% +8.3% —
2026-08-21 BUY HIGH Rob Black Show
Afternoon podcast 8-21-26
He thinks NVIDIA dominates AI and wants to own it, but only on a 20-40% pullback, with the August 26 earnings report the biggest test of the AI trade. [audio] +1.3% +3.6% —
2026-08-20 BUY HIGH Rob Black Show
Afternoon podcast 8-20-26
Rob agreed with Bank of America's Vivek Arya that NVIDIA could rise 55%, arguing its OpenAI data center obligation is capped and misunderstood and that buybacks could increase. [audio] +5.1% +2.6% —
2026-08-20 BUY HIGH Rob Black Show
Markets Drop Hurt By Rising Treasury Yields
Rob highlighted NVIDIA's extraordinary pricing power, with next-gen racks costing $7.8 million at still-75% gross margins, and flagged earnings coming next week. [audio] +5.1% +2.6% —
2026-08-19 BUY HIGH Rob Black Show
Afternoon podcast 8-19-26
Rob called NVIDIA the gift that keeps on giving with robotics becoming another huge market beneath AI, and said it simply sells what everyone needs right now. [audio] -3.6% +2.3% —
2026-08-19 HOLD HIGH Rob Black Show
Stock Market Is Shrugging Off Geopolitical Risks
Ben Thompson argued NVIDIA's ultimate competitors are Google and Amazon selling their own chips as commodities, though NVIDIA remains the only one selling on differentiation. [audio] -3.6% +2.3% —
2026-08-18 MENTIONED HIGH Rob Black Show
Afternoon podcast 8-18-26
NVIDIA fell 2%, and Rob noted it has been lending money to AI companies while its own customers cite DRAM as their number one constraint. [audio] -3.0% -0.1% —
2026-08-18 BUY HIGH Rob Black Show
Trouble In Tech Land
Rob called NVIDIA a space stock without being a space stock because satellite data needs processing, named it one of his two favorite space plays, and noted its Unitree robotics partnership. [audio] -3.0% -0.1% —
2026-08-17 BUY HIGH Rob Black Show
Afternoon podcast 8-17-26
NVIDIA barely ended down but Rob detailed how it is becoming a financier of the AI buildout, with OpenAI data center commitments representing up to 16 gigawatts and roughly $600 billion of NVIDIA compute through 2030, a $1.5 billion SB Energy investment, 66 private investments in [audio] -7.3% -4.8% —
2026-08-17 BUY HIGH Rob Black Show
Investors Weigh AI Optimism
NVIDIA was up fractionally ahead of earnings on August 26th, and Rob highlighted its roughly $500 billion financing initiative, a $3 billion investment in power developer Lancium for the Stargate campus, and AWS deploying GB300 as its primary GPU platform. [audio] -7.3% -4.8% —
2026-08-14 BUY HIGH Rob Black Show
Afternoon podcast 8-14-26
Rob called NVIDIA one of his two favorite space plays, a space stock without being a space stock, because satellites will generate enormous data that someone has to process into intelligence. [audio] -4.6% -2.9% —
2026-08-13 BUY HIGH Rob Black Show
Afternoon podcast 8-13-26
Rob owns NVIDIA and said its earnings in a few weeks are an important test of whether AI strength is fundamental or just momentum; UBS also noted NVIDIA's Vera Rubin Ultra memory spec change lifts total 2027 HBM consumption. [audio] -3.8% -3.0% —
2026-08-13 BUY HIGH Rob Black Show
More Encouraging Inflation Data
Rob said he still likes NVIDIA, arguing its head start and full AI computing ecosystem make its moat enormous, as shown by challengers stumbling and A100 chips from 2020 still being rented into 2029. [audio] -3.8% -3.0% —
2026-08-12 BUY HIGH Rob Black Show
Tame Inflation Data
Rob argued NVIDIA's open-source push including the new Nemotron 3.5 Lightning model strengthens rather than weakens its moat, since commoditized AI software drives more compute usage, and highlighted its 90% share of training and 74% of the now-larger inference market. [audio] -2.9% -2.5% —
2026-08-11 BUY HIGH Rob Black Show
Afternoon podcast 8-11-26
NVIDIA gave back an entire strong opening to close down fractions, but Rob defended its $500 billion financing initiative with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR as a smart matchmaking model closer to a mortgage than circular financing. [audio] +1.0% +0.5% —
2026-08-11 BUY HIGH Rob Black Show
Oil Prices Stabilize
Rob said he still likes NVIDIA for the long-term patient investor on valuation and enormous cash flow, calling its $500 billion financing initiative with six of the biggest names in finance potentially the smartest move Jensen Huang has ever made, shifting it from a chip seller t [audio] +1.0% +0.5% —
2026-08-10 BUY HIGH Rob Black Show
Iran Makes Demands
NVIDIA is on pace to generate over $1 trillion in profit across the next three years, and Rob relayed Kantrowitz's argument that NVIDIA doesn't just sell chips, it sells time, letting it price from a position of extraordinary strength. [audio] +3.4% +2.8% —
2026-08-06 MENTIONED LOW Rob Black Show
Afternoon podcast 8-6-26
Rob cited NVIDIA as an example of the enormous index influence the largest S&P 500 companies wield versus the equal-weight version. [audio] +2.9% +5.2% —
2026-08-06 MENTIONED LOW Rob Black Show
Traders Keep An Eye On The Middle East
Was in the green but moved slightly into the red. [audio] +2.9% +5.2% —
2026-08-05 MENTIONED MEDIUM Rob Black Show
Afternoon podcast 8-5-26
Rob compared Lilly's manufacturing bottleneck advantage to NVIDIA's position in AI, and Patrick O'Hare flagged NVIDIA's upcoming report as the next big number. [audio] +2.2% +5.1% —
2026-08-05 BUY HIGH Rob Black Show
Markets Rally To Fresh Records On Earnings Strength
NVIDIA was a big winner up 3.3% to $219 after Elon Musk said SpaceX will build exclusively on NVIDIA's Vera Rubin architecture, with its own earnings still ahead. [audio] +2.2% +5.1% —
2026-08-05 MENTIONED MEDIUM Rob Black Show
Afternoon podcast 8-4-26
NVIDIA gained 2.5% and helped lift the Dow to a record close. [audio] +2.2% +5.1% —
2026-08-04 BUY HIGH Rob Black Show
Oil Prices Dropped Amid Optimism
NVIDIA's Rubin systems begin shipping in the fourth quarter, it held the prior record single-day market cap gain, and Rob named it a core AI compute leader ahead of next week's earnings. [audio] +2.6% +7.8% —
2026-08-03 BUY HIGH Rob Black Show
Afternoon podcast 8-3-26
NVIDIA gained 3% and reclaimed its 50-day moving average, and Rob's $2,000 IRA purchase in 2002 is now worth $15 million. [audio] +5.3% +8.6% —
2026-08-03 MENTIONED MEDIUM Rob Black Show
Market Surges As Oil Prices Slide
NVIDIA was up 3% as mega-cap tech and semis rallied. [audio] +5.3% +8.6% —
2026-07-30 BUY MEDIUM Rob Black Show
Afternoon podcast 7-30-26
Down about 17% in the drawdown, but host highlights semiconductor free cash flow moving strongly up and to the right, unlike the hyperscalers. [audio] +12.3% +11.5% —
2026-07-30 MENTIONED MEDIUM Rob Black Show
Semiconductors Help Drive Gains
NVIDIA up 3.5% today; discussed as an AI play and in tax loss harvesting/direct indexing examples. [audio] +12.3% +11.5% —
2026-07-29 MENTIONED HIGH Rob Black Show
Afternoon podcast 7-29-26
NVIDIA is discussed for its stock decline, large deals, lending to partners, and as an example in tax loss harvesting strategies. [audio] +15.4% +14.5% —
2026-07-28 BUY HIGH Rob Black Show
Dow Rises But Semiconductors Slide
NVIDIA is discussed regarding earnings, valuation, and AI momentum; Bloomberg reported negative news but valuation looks better. [audio] +7.6% +15.7% —
2026-07-28 BUY HIGH Rob Black Show
Afternoon podcast 7-27-26
Host discusses NVIDIA's outsized influence, recent decline, and long-term bullishness; mentions buying NVIDIA over 20 years ago. [audio] +7.6% +15.7% —
2026-07-27 MENTIONED MEDIUM Rob Black Show
Markets Meander As Oil Falls
NVIDIA overtaken by Apple as most valuable company; credit risk jumping on AI deals; vendor financing; central bank of AI; $250B backstop for OpenAI; partnerships with SK Group and SK Telecom; Bank of America commentary on financing and growth. [audio] +5.2% +6.7% —
2026-07-24 BUY HIGH Rob Black Show
Broader Market Rebounded
NVIDIA is described as making money hand over fist from AI chip sales; cited as an early winner in the AI picks and shovels phase. [audio] -2.9% +3.8% —
2026-07-23 MENTIONED HIGH Rob Black Show
Markets Lower As Tech Disappoints
NVIDIA discussed as a major beneficiary of AI infrastructure spending; Michael Burry criticized NVIDIA's stock-based compensation. [audio] -6.6% +2.9% —
2026-07-22 MENTIONED HIGH Rob Black Show
Afternoon podcast 7-22-26
NVIDIA finished higher, up 2.2 percent, and is discussed as a leader in AI and robotics with partnerships and growth opportunities. [audio] -10.4% +1.3% —
2026-07-22 MENTIONED MEDIUM Rob Black Show
Oil Prices Hitting Their Highest Levels In Over A Month
NVIDIA is up nicely, spiked for some reason, up 2.5%; discussed as benefiting from AI and cloud spending. [audio] -10.4% +1.3% —
2026-07-21 BUY HIGH Rob Black Show
Afternoon podcast 7-21-26
NVIDIA discussed as leading designer for AI chips, strong net profit margin, and host likes the stock for long-term patient investors. [audio] -5.0% +4.6% —
2026-07-21 BUY HIGH Rob Black Show
Stocks Boosted By Chipmakers
NVIDIA is discussed extensively as dominating GPUs, introducing new CPUs, and driving AI infrastructure; analysts expect margin ceiling soon. [audio] -5.0% +4.6% —
2026-07-20 BUY HIGH Rob Black Show
Afternoon podcast 7-20-26
NVIDIA clear winner from AI infrastructure boom; AMD launching Helios to rival NVIDIA; NVIDIA became most valuable chip maker. [audio] -3.3% +7.0% —
2026-07-20 BUY HIGH Rob Black Show
Oil Prices Fluctuated
NVIDIA is in the news for Omniverse libraries and partnerships; Bristol-Myers Squibb is buying NVIDIA's newest enterprise AI system; Barclays raised Astera Labs price target due to Amazon spending and NVIDIA partnership. [audio] -3.3% +7.0% —
2026-07-17 MENTIONED HIGH Rob Black Show
Financial Planning That You Never Knew
NVIDIA discussed for its CEO's bullish comments on humanoid robotics and its AI chips powering robotics. [audio] +2.0% +11.0% —
2026-07-16 BUY HIGH Rob Black Show
Afternoon podcast 7-16-26
Host discusses NVIDIA unveiling a new AI model and expanding Japan's AI ecosystem; notes potential for continued supply of AI chips. [audio] +0.7% +8.6% —
2026-07-16 MENTIONED MEDIUM Rob Black Show
Chip Stocks Weighing On The Market
NVIDIA's CEO comments on rising computing costs, company is discussed as a key AI chip supplier, and new AI models are unveiled. [audio] +0.7% +8.6% —
2026-07-15 MENTIONED MEDIUM Rob Black Show
Afternoon podcast 7-15-26
NVIDIA referenced in context of AI hype and profits; mentioned as a major player in AI and memory chips. [audio] -0.2% +6.0% —
2026-07-15 MENTIONED LOW Rob Black Show
Stocks Rise On Big Tech Gains
NVIDIA is down 1%, down $2 to $209, referenced as part of the Magnificent 7. [audio] -0.2% +6.0% —
2026-07-14 BUY HIGH Rob Black Show
Afternoon podcast 7-14-26
NVIDIA is highlighted as a Magnificent 7 standout, up 4%, and powering a chip profit boom; host bullish on the stock. [audio] -2.1% +6.4% —
2026-07-14 BUY HIGH Rob Black Show
June Inflation Data Came In Weaker Than Expected
NVIDIA is facing a slight delay in Rubin chip rollout but KeyBank analyst raises price target to 330; expected to continue dominating AI workloads. [audio] -2.1% +6.4% —
2026-07-13 MENTIONED MEDIUM Rob Black Show
Oil Gains After Trump Reimposes Blockade
NVIDIA is referenced as a customer of TSMC, a major AI spender, and as a key earnings report in tech. [audio] -0.1% +10.1% —
2026-07-10 BUY HIGH Rob Black Show
Rules For Financial Freedom
Host mentions NVIDIA as a source of wealth, a top performer, and a key earnings season highlight, recommending staying invested in the semiconductor and AI trend. [audio] -3.9% +6.2% —
2026-07-09 BUY HIGH Rob Black Show
Afternoon podcast 7-9-26
NVIDIA referenced as the world's most important company for AI; earnings season focus. [audio] +2.3% +10.4% —
2026-07-09 MENTIONED MEDIUM Rob Black Show
Stocks Rose Supported By Jump In Semiconductors
NVIDIA discussed regarding its growth prospects, profit margins, and as a key player in the AI and semiconductor space. [audio] +2.3% +10.4% —
2026-07-08 MENTIONED MEDIUM Rob Black Show
Afternoon podcast 7-8-26
NVIDIA was up 3.6% on reports China will allow limited H200 chip purchases from select AI firms. [audio] +4.1% +9.7% —
2026-07-08 BUY HIGH Rob Black Show
Markets Tumble As Oil Rises Due To End Of Ceasefire
Discussed as a top valued company, gold standard for AI chips, and recommended as a portfolio addition. [audio] +4.1% +9.7% —
2026-07-08 BUY HIGH Rob Black Show
Afternoon podcast 7-7-26
NVIDIA managed to finish higher; discussed as benefiting from hyperscaler spending and dominating its industry. [audio] +4.1% +9.7% —
2026-07-07 BUY HIGH Rob Black Show
The Rules of Wall Street
Host mentions owning NVIDIA, references its role in semiconductors and AI, and lists it among companies with large total addressable markets. [audio] +7.5% +11.2% —
2026-07-06 MENTIONED HIGH Rob Black Show
Afternoon podcast 7-6-26
NVIDIA CEO Jensen Wang is quoted about AI revolutionizing every industry and transforming portfolios. [audio] +4.1% +12.1% —
2026-07-02 MENTIONED MEDIUM Rob Black Show
Stocks Meander After Disappointing Hiring Number
NVIDIA is down, involved in a strategic initiative with Palantir to build AI models for the US government, and has introduced a new business model for AI startups. [audio] +4.1% +3.0% +18.5%
2026-07-02 MENTIONED HIGH Rob Black Show
Afternoon podcast 7-1-26
NVIDIA listed among AI chipmakers underperforming due to Meta's news. [audio] +4.1% +3.0% +18.5%
2026-07-01 BUY HIGH Rob Black Show
Markets Start Second Half of Year After Blockbuster First Half
NVIDIA is part of the Magnificent 7 and referenced as a major hyperscaler; also mentioned in partnership with Palantir for AI tools. [audio] +3.3% +1.6% +15.1%
2026-06-30 BUY HIGH Rob Black Show
Afternoon podcast 6-30-26
NVIDIA described as king chip maker, maintaining leadership among AI stocks. [audio] -1.6% -2.5% +14.5%
2026-06-30 BUY HIGH Rob Black Show
Markets Rise To Close Out First Half Of 2026
NVIDIA cited as leader in GPU; trading at 10-year low PE; buying back shares and increasing dividend; considered a hard pass pre-AI but now essential. [audio] -1.6% -2.5% +14.5%
2026-06-29 BUY HIGH Rob Black Show
Afternoon podcast 6-29-26
NVIDIA up $2 today; positive sentiment and discussion of new partnerships and AI infrastructure. [audio] +0.3% -2.5% +15.6%
2026-06-29 BUY HIGH Rob Black Show
Investors Weighed Pause In Iran Hostilities
NVIDIA is discussed for strong AI chip demand, attractive valuation, and partnership with Firmus. [audio] +0.3% -2.5% +15.6%
2026-06-26 HOLD MEDIUM Rob Black Show
Big Picture Digging On This Week
Notes rotation out of NVIDIA and recent bad week, but mentions attractive valuation and past strong performance. [audio] +1.2% +7.4% +16.8%
2026-06-26 MENTIONED HIGH Rob Black Show
Afternoon podcast 6-25-26
NVIDIA down 1.5 percent; discussed as a hyperscaler, AI leader, and in context of buyback/dividend expansion and trading range. [audio] +1.2% +7.4% +16.8%
2026-06-25 BUY HIGH Rob Black Show
DJIA Notches Record As Market Divides
NVIDIA is discussed as a primary exception in the semiconductor sector, tied to hardware boom, and as a preferred name. [audio] -0.5% +5.7% +15.3%
2026-06-24 BUY HIGH Rob Black Show
Afternoon podcast 6-24-26
Host and Tom Lee discuss NVIDIA's massive revenue, ongoing infrastructure buildouts, and future dominance in AI chips; host mentions owning NVIDIA. [audio] -0.7% +3.9% +15.1%
2026-06-24 WATCH MEDIUM Rob Black Show
Oil Prices Fall Four Percent
NVIDIA pricing and margins may have peaked; discussed as a semiconductor leader and Magnificent Seven member. [audio] -0.7% +3.9% +15.1%
2026-06-23 MENTIONED MEDIUM Rob Black Show
Afternoon podcast 6-23-26
NVIDIA is mentioned as a chipmaker affected by the sell-off and as a key player in AI data centers and a new global telecom network project. [audio] +0.0% +4.4% +13.8%
2026-06-23 MENTIONED MEDIUM Rob Black Show
Global Chip Rout
NVIDIA is mentioned for chip demand and trading volume comparison. [audio] +0.0% +4.4% +13.8%
2026-06-22 BUY MEDIUM Rob Black Show
Afternoon podcast 6-22-26
Host suggests buying NVIDIA as part of the 'mango fund' investment strategy. [audio] -6.6% +1.6% +6.6%
2026-06-22 WATCH MEDIUM Rob Black Show
Declines In Technology Stocks
NVIDIA is mentioned for its partnership with Fervo on AI-driven geothermal drilling. [audio] -6.6% +1.6% +6.6%
2026-06-19 MENTIONED HIGH Rob Black Show
Afternoon podcast 6-19-26
NVIDIA is discussed as a leader in AI chips, with premium valuations and as a key driver of memory demand. [audio] -8.6% -3.7% +4.2%
2026-06-18 BUY HIGH Rob Black Show
Thinking About AI Stocks
NVIDIA discussed as foundational to the AI boom, a shopping list staple, and a company to buy on dips. [audio] -7.1% -3.7% +1.6%
2026-06-17 MENTIONED MEDIUM Rob Black Show
Thinking About Income In Retirement
Host discusses NVIDIA's AI ecosystem, recent success, and collaboration/competition with Microsoft. [audio] -2.8% -0.9% +3.8%
2026-06-16 MENTIONED LOW Rob Black Show
Strategies For June So Far
NVIDIA is mentioned as a stock teens might invest in if they like video games. [audio] -3.6% -0.0% +1.8%
2026-06-15 MENTIONED HIGH Rob Black Show
Afternoon podcast 6-15-26
NVIDIA's stock performance, debt issuance, and leadership in AI GPU market. [audio] -1.8% +0.0% +2.9%
2026-06-15 BUY HIGH Rob Black Show
Iran Peace Deal Lifting The Markets
NVIDIA is up 3%, showing market love, issuing a debt offering, and planning a $20 billion bond sale. [audio] -1.8% +0.0% +2.9%
2026-06-12 BUY HIGH Rob Black Show
Afternoon podcast 6-12-26
NVIDIA discussed as a backbone of robotics and AI, investor in Nura Robotics, and recommended as a value stock despite recent pullback. [audio] +2.7% +2.8% +6.5%
2026-06-11 MENTIONED MEDIUM Rob Black Show
Afternoon podcast 6-11-26
NVIDIA spent time in negative territory but ended up 2.2 percent; discussed as a major AI and semiconductor player. [audio] +2.8% +3.0% +9.2%
2026-06-11 MENTIONED HIGH Rob Black Show
Stocks Rebound But Gains Limited
NVIDIA discussed extensively as a leader in AI, robotics, and chip sector; shares gained on robotics news, lagged peers, and is prioritizing physical AI. [audio] +2.8% +3.0% +9.2%
2026-06-11 BUY HIGH Rob Black Show
Afternoon podcast 6-10-26
NVIDIA discussed as a value stock, core AI name to buy on dips, and involved in OpenAI partnership; host likes NVIDIA on dips. [audio] +2.8% +3.0% +9.2%
2026-06-10 HOLD MEDIUM Rob Black Show
Stocks Slide Amidst Surging Inflation
NVIDIA discussed as now considered a value stock, with rotation from Magnificent 7 and AI trade. [audio] +2.1% +5.3% +12.6%
2026-06-09 MENTIONED MEDIUM Rob Black Show
Chip Stocks Lost Momentum
NVIDIA is discussed as a leader in AI chips, with stock performance, partnerships with Apple, Google, SK Hynix, and Intel, but no explicit buy/sell recommendation. [audio] -0.4% -2.6% +10.6%
2026-06-08 BUY HIGH Rob Black Show
Afternoon podcast 6-8-26
Semiconductor names like NVIDIA were up 1.7%; CEO Jensen Wang said the pullback creates a buy-in opportunity. [audio] +1.8% -2.2% +10.4%
2026-06-08 WATCH MEDIUM Rob Black Show
Stocks Rebound From Friday Rout
NVIDIA is testing if Intel could manufacture its next-generation Feynman chip. [audio] +1.8% -2.2% +10.4%
2026-06-05 MENTIONED MEDIUM Rob Black Show
Job Growth Surged
NVIDIA hit a slowdown from hyper growth and is moving to more of a growth and income mode; valuations could look attractive. [audio] +0.0% -5.0% +11.4%
2026-06-04 HOLD HIGH Rob Black Show
Afternoon podcast 6-4-26
Host says he still likes NVIDIA, still owns it, but expects it to be a market performer rather than outperformer. [audio] -6.3% -10.9% +2.6%
2026-06-04 MENTIONED LOW Rob Black Show
Broadcom Problems
NVIDIA referenced as a company people may sell shares of to buy into new IPOs; host says 'I don't like saying NVIDIA. I like saying NVIDIA.' [audio] -6.3% -10.9% +2.6%
2026-06-03 WATCH MEDIUM Rob Black Show
Afternoon podcast 6-3-26
Guest notes NVIDIA is leading the semiconductor group and mega-cap strength, suggesting traders are riding the momentum until price action confirms a top. [audio] -6.6% -9.2% +1.4%
2026-06-03 MENTIONED HIGH Rob Black Show
Markets Fall As Oil Prices Creep Higher
Highlighted as a leader in the semiconductor group contributing to market strength. [audio] -6.6% -9.2% +1.4%
2026-06-02 BUY HIGH Rob Black Show
Afternoon podcast 6-2-26
Host highlights NVIDIA's new AI PC strategy, unified memory architecture, and 'no meter anxiety' vision. [audio] -6.5% -12.5% -0.8%
2026-06-02 BUY HIGH Rob Black Show
Markets Start The Day With Highs
Described as a 'kingmaker' in the AI space, with shares up 26% and CEO Jensen Huang suggesting massive growth potential. [audio] -6.5% -12.5% -0.8%
2026-06-01 BUY HIGH Rob Black Show
Afternoon podcast 6-1-26
Host expresses excitement about NVIDIA's new super chip for PCs and notes the stock was up 6.2%. [audio] -6.9% -11.8% -2.9%
2026-06-01 BUY HIGH Rob Black Show
Oil Jumps
Discussed as a leader in the AI revolution, with new PC processor news driving stock up; analyst price targets mentioned. [audio] -6.9% -11.8% -2.9%
2026-05-29 BUY HIGH Rob Black Show
Thinking About A Shopping List
Host compares Dell plus NVIDIA to Dell plus Intel, lists it as a 'Fab Five' stock looking like a buy with a PE of 17. [audio] -2.7% -8.7% +8.1%
2026-05-28 BUY HIGH Rob Black Show
Afternoon podcast 5-28-26
Host states he is buying Nvidia because it is a 'great company' and mentions he has been buying it for years. [audio] +2.2% -10.0% -2.0%
2026-05-28 MENTIONED MEDIUM Rob Black Show
Negotiators Have Reached Deal To Extend Ceasefire
The host mentioned NVIDIA as one of the companies that wants what SK Hynix and Samsung make, referring to memory for AI. [audio] +2.2% -10.0% -2.0%
2026-05-27 MENTIONED MEDIUM Rob Black Show
Afternoon podcast 5-27-26
Discussed as the initial leader in the AI trade, with momentum now spreading to other sectors like memory. [audio] +1.0% -9.3% +0.3%
2026-05-27 BUY HIGH Rob Black Show
Hopes Of Easing Iran Tensions
Host describes NVIDIA as attractively priced for a trade and notes it is the second most important driver of S&P 500 earnings growth after Micron. [audio] +1.0% -9.3% +0.3%
2026-05-26 MENTIONED LOW Rob Black Show
Hope Over A Potential Deal With Iran
Host mentions NVIDIA filling the gap left by Huawei's blacklisting and Jensen Huang's comments. [audio] +3.7% -8.8% -2.9%
2026-05-22 BUY HIGH Rob Black Show
Strategy Show For Memorial Day Weekend
Host notes NVIDIA earnings were a blowout, valuation dropped to 22x earnings, and average price target moved up to $294. [audio] -1.9% -2.0% +0.8%
2026-05-21 BUY HIGH Rob Black Show
Afternoon podcast 5-21-26
Host expresses strong bullish sentiment, noting NVIDIA's capex growth, dominant AI chip maker status, quarterly revenues above expectation, dividend raise, and price target of $275 by year-end. [audio] -2.4% -3.9% -0.8%
2026-05-21 BUY HIGH Rob Black Show
Crude Prices Jumped
Described as having 'parabolic' demand, strong earnings, and significant shareholder returns (buyback/dividend). [audio] -2.4% -3.9% -0.8%
2026-05-20 BUY HIGH Rob Black Show
Afternoon podcast 5-20-26
Host discusses strong earnings beat, dividend increase, and massive stock repurchase plan, noting it is a third or second largest position. [audio] -4.9% -5.6% -1.6%
2026-05-20 BUY HIGH Rob Black Show
Markets Move Higher Thanks In Part To Declining Oil Prices
The host gives a blessing to stay long on NVIDIA, particularly in AI and infrastructure plays. [audio] -4.9% -5.6% -1.6%
2026-05-19 MENTIONED MEDIUM Rob Black Show
Afternoon podcast 5-19-26
Named as one of the top 10 stocks in the current S&P 500. [audio] -2.6% -4.4% +2.1%
2026-05-19 BUY HIGH Rob Black Show
Stocks Slide Under Pressure From Higher Rates
HSBC upped price target to $325 citing earnings momentum and product roadmap; Bank of America expects a beat and flags buyback as a catalyst. [audio] -2.6% -4.4% +2.1%
2026-05-18 WATCH MEDIUM Rob Black Show
Afternoon podcast 5-18-26
NVIDIA earnings are upcoming on Wednesday; the host questions if they will increase numbers, noting it is a key event. [audio] -3.1% -7.8% +1.4%
2026-05-18 BUY HIGH Rob Black Show
Big Week With Nvidia Earnings
Host suggests significant upside for NVIDIA due to AI investment trends and upcoming earnings report. [audio] -3.1% -7.8% +1.4%
2026-05-15 SELL MEDIUM Rob Black Show
What Is Lifecording
NVIDIA dropped 3% after a six-day winning streak, contributing to the tech pullback. [audio] -4.4% -8.8% +0.1%
2026-05-14 BUY HIGH Rob Black Show
Afternoon podcast 5-14-26
Host refers to NVIDIA as the 'king of GPUs' and notes its stock has been 'on fire recently'. [audio] -6.9% -12.9% -4.8%
2026-05-14 BUY HIGH Rob Black Show
Stocks Rise Led By Tech Investments
Host discusses a new UBS price target of $275, strong demand for Blackwell chips, and potential for share repurchases. [audio] -6.9% -12.9% -4.8%
2026-05-13 MENTIONED MEDIUM Rob Black Show
Afternoon podcast 5-13-26
Nvidia stock was up five bucks to an all-time high, with news regarding CEO Jensen Huang's trip to China. [audio] -1.0% -9.0% -3.6%
2026-05-13 MENTIONED MEDIUM Rob Black Show
Mixed Markets As Inflation Jumps
Cited as one of the handful of stocks keeping market indices elevated despite negative breadth. [audio] -1.0% -9.0% -3.6%
2026-05-12 MENTIONED MEDIUM Rob Black Show
Afternoon podcast 5-12-26
Host notes NVIDIA was up two-thirds of a percent and worth the entire healthcare sector. [audio] -0.1% -7.1% -1.3%
2026-05-12 MENTIONED HIGH Rob Black Show
Stocks Move After High Inflation Reading
Highlighted for its market value exceeding the entire S&P 500 healthcare sector. [audio] -0.1% -7.1% -1.3%
2026-05-12 BUY HIGH Rob Black Show
Afternoon podcast 5-11-26
Host lists NVIDIA as a top position and notes it was up 1.9%. [audio] -0.1% -7.1% -1.3%
2026-05-11 WATCH HIGH Rob Black Show
Fresh Record Bolstered By Key Tech Stocks
Referenced as the 'number one play on AI' whose ecosystem depends heavily on HBM demand, and noted as a dominant US company in AI models. [audio] +1.3% -8.6% +2.2%
2026-05-08 BUY HIGH Rob Black Show
Good Year In The Stock Market So Far
NVIDIA stock is expected to reach a record due to AI expansion. [audio] +4.7% -4.6% +1.9%
2026-05-07 MENTIONED MEDIUM Rob Black Show
Afternoon podcast 5-7-26
NVIDIA is a leading company in AI and semiconductors. [audio] +11.5% -2.9% +3.8%
2026-05-07 BUY HIGH Rob Black Show
Oil Continues Pullback
Mentioned as having room to run in the AI trade; Goldman Sachs expects a beat and raise with a $250 price target, noting the stock is trading at a discount relative to history. [audio] +11.5% -2.9% +3.8%
2026-05-06 BUY HIGH Rob Black Show
Afternoon podcast 5-6-26
Host expresses strong confidence in NVIDIA's CEO and strategy, specifically praising the $3.2 billion investment in Corning as 'putting their money where their mouth is'. [audio] +8.7% -1.2% +2.1%
2026-05-06 BUY HIGH Rob Black Show
Earnings Jump
Host discusses NVIDIA's strong earnings, partnership with Corning, and significant stock price increase. [audio] +8.7% -1.2% +2.1%
2026-05-05 MENTIONED MEDIUM Rob Black Show
Afternoon podcast 5-5-26
NVIDIA mentioned in the context of investments and partnerships. [audio] +12.4% +11.4% +5.3%
2026-05-05 MENTIONED MEDIUM Rob Black Show
Stocks Get Boost From Oil Pullback
NVIDIA's market cap may be overtaken by Alphabet. [audio] +12.4% +11.4% +5.3%
2026-05-04 MENTIONED LOW Rob Black Show
Afternoon podcast 5-4-26
The transcript does not mention NVIDIA explicitly. [audio] +10.6% +8.2% +1.3%
2026-05-04 BUY HIGH Rob Black Show
Traders Eye Oil Again
NVIDIA is mentioned as a play for robotics and AI, and is compared to SoftBank's investments. [audio] +10.6% +8.2% +1.3%
2026-05-01 WATCH MEDIUM Rob Black Show
Kicking Off May With Record Levels
NVIDIA's storage technology for AI servers is expected to boost SanDisk's business. [audio] +8.4% +6.4% -1.6%
2026-04-30 SELL HIGH Rob Black Show
Afternoon podcast 4-30-26
NVIDIA's stock tumbled 4% as hyperscalers like Amazon and Google develop their own chips, reducing reliance on NVIDIA. [audio] +6.0% +5.8% -4.7%
2026-04-30 SELL HIGH Rob Black Show
Markets Working Higher For Now
NVIDIA is tumbling today as hyperscalers are building their own AI chips and reducing reliance on NVIDIA's GPUs. [audio] +6.0% +5.8% -4.7%
2026-04-29 MENTIONED MEDIUM Rob Black Show
Afternoon podcast 4-29-26
NVIDIA was mentioned in the context of charging premium pricing and compared to Amazon's semiconductor business. [audio] -0.7% +0.9% -5.7%
2026-04-29 MENTIONED MEDIUM Rob Black Show
Oil Prices Continue Their Rally
NVIDIA stock is down 1% as investors hold off on piling back into the chipmaker following concerns about AI growth. [audio] -0.7% +0.9% -5.7%
2026-04-28 SELL MEDIUM Rob Black Show
Afternoon podcast 4-28-26
NVIDIA, along with Oracle and CoreWeave, came under pressure as the AI trade was taken down due to OpenAI's reported issues. [audio] -7.8% +0.5% -7.7%
2026-04-28 SELL MEDIUM Rob Black Show
OpenAI Sees Revenue Growth Below Target
Nvidia is mentioned as one of the companies that pulled back after the Wall Street Journal report on Open AI's financial concerns. [audio] -7.8% +0.5% -7.7%
2026-04-27 BUY HIGH Rob Black Show
Afternoon podcast 4-27-26
NVIDIA was up eight bucks today to an all-time high, and the host mentions it as one of their three core positions. [audio] -8.4% -1.9% -4.4%
2026-04-27 BUY HIGH Rob Black Show
The Performance Of Semiconductor Stocks
Nvidia looks to be about 30% undervalued according to a Bank of America analyst. [audio] -8.4% -1.9% -4.4%
2026-04-24 WATCH MEDIUM Rob Black Show
Focusing On Wealth Accumulation
NVIDIA dominates high-end AI chips, powering data centers. [audio] -4.7% +3.4% +0.4%
2026-04-24 MENTIONED LOW Rob Black Show
Afternoon podcast 4-23-26
NVIDIA is mentioned in the context of semiconductors performing well as a group. [audio] -4.7% +3.4% +0.4%
2026-04-23 BUY HIGH Rob Black Show
Stocks Mixed After New All Time Highs
Tech sector's strong earnings growth forecast and AI boom will drive performance, specifically mentioning NVIDIA. [audio] -0.0% +7.9% +6.3%
2026-04-22 MENTIONED MEDIUM Rob Black Show
Afternoon podcast 4-22-26
NVIDIA is in head-to-head competition with Google's TPU-8T. [audio] +3.3% +6.3% +2.5%
2026-04-22 WATCH MEDIUM Rob Black Show
Nasdaq Hits New High
Google's new AI chips are a shot at NVIDIA, but NVIDIA will still get its fair share. [audio] +3.3% +6.3% +2.5%
2026-04-21 BUY MEDIUM Rob Black Show
Afternoon podcast 4-21-26
Host mentions NVIDIA as benefiting from the AI boom and expected strong earnings growth. [audio] +6.6% +9.8% +1.8%
2026-04-20 WATCH MEDIUM Rob Black Show
Stocks Sag After Iran Ceasefire Setback
The development reinforces a longer-term risk narrative for NVIDIA due to the rise of in-house chips across major cloud providers. [audio] +7.2% +10.6% +0.5%