Becker Private Equity & Business Podcast
Episode: NVIDIA Keeps Rocking & Rolling 1-10-26
Host: Scott Becker
Date: January 10, 2026
Episode Overview
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.
Key Discussion Points & Insights
1. NVIDIA’s Market Position and Recent Performance
- Market Cap & Performance:
- NVIDIA stands at a ~$4.5 trillion market cap, making it the largest company in the world by this metric.
- The stock is currently flat year-to-date but up 32% over the last 12 months.
- Trailing giants: Apple, Google, and Microsoft.
"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]
2. Strategic Investments and Market Moves
- Investment in Intel:
- NVIDIA has taken an investment stake in Intel, signaling cross-industry positioning.
"It's done an investment in Intel." – Scott Becker [01:19]
- NVIDIA has taken an investment stake in Intel, signaling cross-industry positioning.
- Sales to China:
- NVIDIA is resuming sales of its most complex chips to China, despite ongoing regulatory uncertainty.
"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]
- NVIDIA is resuming sales of its most complex chips to China, despite ongoing regulatory uncertainty.
3. Leadership and Geography
- Jensen Huang’s Commitment to California:
- The CEO, Jensen Huang, is publicly staying in California, undeterred by the prospect of new wealth taxes.
"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]
- The CEO, Jensen Huang, is publicly staying in California, undeterred by the prospect of new wealth taxes.
4. External Perspectives: Jim Cramer’s Advice
- Cramer's Bullish Approach:
- TV financial analyst Jim Cramer considers NVIDIA “cheap” at current prices and recommends doubling down on both NVIDIA and Intel.
- Becker appreciates Cramer's insights, while stressing personal caution in following investment advice.
"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]
5. Becker’s Own Investment Approach & Perceptions
- Personal Investment Philosophy:
- Becker has made small personal bets on Google and NVIDIA, but primarily invests in index funds and treasuries.
- He underscores that his commentary is not investment advice.
"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]
- Community Discourse on AI:
- Becker counters the skepticism around AI, highlighting ongoing optimism among market experts.
"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]
- Becker counters the skepticism around AI, highlighting ongoing optimism among market experts.
Notable Quotes & Memorable Moments
- On Jensen Huang’s commitment:
"God bless him whether whatever your politics are, God bless Jensen Huang." – Scott Becker [01:36]
- On Cramer’s stance and influence:
"I don't know if he's right or wrong, but I do think he's awesome. Got great insight." – Scott Becker [01:52]
- On AI's direction and NVIDIA’s future:
"There’s plenty of gas left in that tank of NVIDIA." – Scott Becker [02:25]
Important Timestamps
- 00:28 – 01:19: NVIDIA’s current market cap and competitive landscape
- 01:19 – 01:34: Investment in Intel, resumption of China sales
- 01:34 – 01:52: CEO Jensen Huang’s decision to stay in California
- 01:44 – 02:05: Jim Cramer's investment perspective
- 02:05 – 02:25: AI market skepticism & Becker’s closing thoughts
Tone & Language
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.