# Is Nvidia Cheap at 21x Earnings? + the $DGXX Bet Monkey Can't Quit (E147) An episode of [Wall Street Wildlife Investing Podcast](https://invisiblenetwork.ai/podcast/1532017249), 29 Aug 2026, 1 h 13 min. Audio: https://anchor.fm/s/34e2d888/podcast/play/124749814/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-26%2F430562458-44100-2-04ac316f309f8.mp3 The world's most valuable company now trades at a market multiple β€” 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?" πŸ’ Should you buy $DGXX? DigiPower X from Bitcoin miner to AI data-centre landlord πŸ“’ Monkey opens his books: every $DGXX share and option, on screen πŸ“ˆ The book-value chart that explains the whole $DGXX thesis πŸ–₯️ $NVDA from video-game graphics cards to 90%+ data-centre revenue πŸ“Š Guidance: what Nvidia promised vs what they delivered, quarter by quarter βš–οΈ 21x forward earnings β€” cheaper than the NASDAQ, cheaper than $AMD. Trap or gift? πŸ€– Are the earnings durable? The "is AI real" question both hosts force themselves to sit with πŸ› οΈ 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 β€” 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 β€” what they promised vs what they delivered 01:03:44 Valuation β€” 21x forward earnings and the five-trillion question 01:05:09 Are the earnings durable? Is AI real? 01:12:14 Wrap + close ********** If you want to see our furry faces, this podcast is also available on YouTube at youtube.com/@WallStreetWildlife?sub_confirmation=1 ********** SUPPORT THE SHOW AND BECOME A PATREON: wallstreetwildlife.com ********** Follow us at: x.com/7LukeHallard x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: fiscal.ai/wildlife ********** Monkey’s β€œZen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns NVDA, Nvidia stock, Nvidia valuation, Nvidia earnings, DGXX, DigiPower X, AI stocks, AI capex, data center stocks, GPU rental, neocloud, Cerebras, forward P/E, is Nvidia cheap, is AI a bubble, are Nvidia earnings durable, smallcap investing, stock options, buy calls, sell calls, King of the Jungle portfolio, Wall Street Wildlife, investing podcast, Krzysztof Piekarski, Luke Hallard, should you buy Nvidia, should you buy DGXX, Bitcoin miner pivot, AI data centres, vibe coding Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them.