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Melius Research's Ben Reitzes on what to expect from Nvidia's earnings
Youtubeยท 2025-11-19 16:39
Let's talk to Ben Ritz, the head of tech research at Melius by rating 300 uh on Nvidia. Um before we get to it, I did want to just start with Alphabet. You covered that as well. Y >> move up has been extraordinary in the stock price just in the last three days, let alone the last month. Um Gemini 3, I don't know if you had a chance to look at it at all, but give me your take and whether or not this move up is justified on hopes for that latest uh latest version. >> Well, I was impressed by it. I think it's ...