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Scott Becker with the Becker Business. In the Becker Private Equity podcast, we try and bring you one to two business and market insight episodes a day. Today's Discussions A follow up to yesterday's discussion. Yesterday we talked about intel surging. Today's discussion is Nvidia keeps rocking and rolling. So here's the discussion with Nvidia. Nvidia is at a market cap of about $4.5 billion trillion dollars. It remains currently flat year to date, but is up 32% over the last year. It still remains the largest company in the world by market cap, with Apple, Google, Microsoft following it this year. A few different notes on it so far. One, it's done an investment in Intel. Second, it's starting to sell its most complex chips to China again, although there's been constant back and forth on that. Third, Jensen Huang, the CEO, says notwithstanding this potential for a California wealth tax, that he is staying in California. So God bless him whether whatever your politics are, God bless Jensen Huang. The last thing I'll note is that Kramer essentially says, and this is why we think this is so interesting, Jim Cramer, who is, you know, as often right as wrong, but a really bright person, essentially says that Nvidia at its current price is cheap. And he says the two stocks that he would double down on right now are Nvidia and Intel. Now, I don't know if he's right or wrong, but I do think he's awesome. Got great insight. So again, for so many people that think AI is blown up that it's going in the wrong direction, we're at a spot where essentially Kramer says, keep on betting on Nvidia. Keep on betting on Google. We over the last couple of years have made some small investments in those companies. Most of our investments are in index funds and Treasuries. So don't take my investment advice as investment bite. It's not. But I do think it's fascinating to see that people think there's plenty of gas left in that tank of Nvidia. Thank you for listening to the Becker Business and the Becker Private Equity Podcast if you get a chance, go online to Amazon, buy our latest book, Building Great Businesses, Create Momentum, Overcome Setbacks and Scale with Confidence. Thank you for listening to the Becker Business and the Becker Private Equity Podcast. Thank you very much.
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Host: Scott Becker
Date: January 10, 2026
In this episode, Scott Becker zeroes in on NVIDIA’s ongoing dominance in the tech and business sectors. He offers a concise market update, places recent news in context, and shares both personal commentary and notable external viewpoints—including commentary from Jim Cramer. The discussion also touches briefly on Intel, shifting competitive landscapes, leadership choices, and market perceptions concerning artificial intelligence.
"NVIDIA is at a market cap of about $4.5 billion trillion dollars. It remains currently flat year to date, but is up 32% over the last year." – Scott Becker [00:46]
"It's done an investment in Intel." – Scott Becker [01:19]
"It's starting to sell its most complex chips to China again, although there's been constant back and forth on that." – Scott Becker [01:26]
"Jensen Huang, the CEO, says notwithstanding this potential for a California wealth tax, that he is staying in California. So God bless him." – Scott Becker [01:34]
"Jim Cramer… essentially says that NVIDIA at its current price is cheap. And he says the two stocks that he would double down on right now are NVIDIA and Intel." – Scott Becker [01:44]
"Most of our investments are in index funds and Treasuries. So don't take my investment advice as investment bite. It's not." – Scott Becker [02:14]
"So many people that think AI is blown up that it's going in the wrong direction, we're at a spot where essentially Cramer says, keep on betting on NVIDIA. Keep on betting on Google." – Scott Becker [02:05]
"God bless him whether whatever your politics are, God bless Jensen Huang." – Scott Becker [01:36]
"I don't know if he's right or wrong, but I do think he's awesome. Got great insight." – Scott Becker [01:52]
"There’s plenty of gas left in that tank of NVIDIA." – Scott Becker [02:25]
Becker’s style is conversational, positive, and informed—offering both news context and personal reaction. He often highlights key players’ personalities and motivations, especially when discussing public figures like Jensen Huang and Jim Cramer.
In summary:
This short solo session spotlights NVIDIA’s dominance, leadership decisions, and the ongoing optimism of top market voices for AI and chipmakers, effectively capturing the bullish, informed spirit of the tech-investment zeitgeist in 2026.