In this episode of The Canadian Investor Podcast, Simon and Dan break down the extraordinary story surrounding Nvidia CEO Jensen Huang, his admitted affair with a Chinese businesswoman, and allegations from U.S. intelligence that she may have been recruited by Chinese intelligence. They discuss the investigation into billions of dollars of Nvidia chip purchases, questions surrounding chip exports to China, Nvidia’s own board investigation and what the controversy could mean for Huang’s credibility and future at the company.
They then turn to Constellation Software after another volatile earnings reaction. Organic growth remains relatively weak, but capital deployment continues at a rapid pace and the company appears headed toward another record year of acquisitions. Simon and Dan discuss whether investors are simply becoming impatient with slower organic growth or whether there are deeper concerns emerging.
Next, they provide an update on Anthropic’s upcoming IPO, where reported demand has strengthened considerably and the offering could raise close to $100 billion when including private placements from several of the world’s largest semiconductor and technology companies. They also briefly revisit goeasy after another disappointing quarter and a reduction in its expected loan-book growth.
Finally, they break down Berkshire Hathaway’s latest results, including weaker insurance performance, improving railroad operations, record share buybacks and a cash pile now exceeding $350 billion. They finish with CoreWeave, where revenue and backlog continue to explode—but so do debt, interest expense and capital spending. Simon and Dan discuss whether strong AI demand can ultimately justify the enormous financing burden and why billions of dollars of insider selling are worth watching.
Stocks discussed: NVDA, CSU.TO, GSY.TO, BRK.B, CRWV, AMD, AVGO, GOOGL, MU, MSFT, TSM
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