Episode 147
Is Nvidia Cheap at 21x Earnings? + the $DGXX Bet Monkey Can't Quit (E147)
29 August 2026
The world's most valuable company now trades at a market multiple — so the only question left is whether the earnings are real. Badger walks the whole Nvidia machine from graphics cards to five trillion dollars, while Monkey shows every DGXX share and option he's bought on the way to answering the question that actually matters: not "am I right about the story," but "am I making money?"
🐒 Should you buy $DGXX? DigiPower X from Bitcoin miner to AI data-centre landlord 📒 Monkey opens his books: every $DGXX share and option, on screen 📈 The book-value chart that explains the whole $DGXX thesis 🖥️ $NVDA from video-game graphics cards to 90%+ data-centre revenue 📊 Guidance: what Nvidia promised vs what they delivered, quarter by quarter ⚖️ 21x forward earnings — cheaper than the NASDAQ, cheaper than $AMD. Trap or gift? 🤖 Are the earnings durable? The "is AI real" question both hosts force themselves to sit with 🛠️ The vibe-coding redundancy problem, and what a seven-year-old's game says about it
SEGMENTS 00:00 Cold open 00:43 Welcome + banter 03:33 New Patreons + thanks to Thomas Chua (@steadycompound) 12:59 Monkey's build + the vibe-coding redundancy question 35:50 Should You Buy $DGXX (DigiPower X)? 38:15 Monkey's $DGXX positions — shares and options, on screen 48:06 The $DGXX book-value chart 56:30 $NVDA: from graphics cards to the world's most valuable company 62:08 Guidance — what they promised vs what they delivered 63:44 Valuation — 21x forward earnings and the five-trillion question 65:09 Are the earnings durable? Is AI real? 72:14 Wrap + close
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