Podcasts · Wall Street Wildlife Investing Podcast

Is Nvidia Cheap at 21x Earnings? + the $DGXX Bet Monkey Can't Quit (E147)

29 Aug 2026 · 1 h 13 min · Episode 147

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

01:02:08 Guidance — what they promised vs what they delivered

01:03:44 Valuation — 21x forward earnings and the five-trillion question

01:05:09 Are the earnings durable? Is AI real?

01:12:14 Wrap + close

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If you want to see our furry faces, this podcast is also available on YouTube at youtube.com/@WallStreetWildlife?sub_confirmation=1

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firephilosophy.substack.com

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To use the same portfolio tracking tool as Luke, check-out:

portseido.com/?fpr=lukehallard

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Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation

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