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

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 itSEGMENTS00:00 Cold open00:43 Welcome + banter03:33 New Patreons + thanks to Thomas Chua (@steadycompound)12:59 Monkey's build + the vibe-coding redundancy question35:50 Should You Buy $DGXX (DigiPower X)?38:15 Monkey's $DGXX positions — shares and options, on screen48:06 The $DGXX book-value chart56:30 $NVDA: from graphics cards to the world's most valuable company01:02:08 Guidance — what they promised vs what they delivered01:03:44 Valuation — 21x forward earnings and the five-trillion question01:05:09 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/7LukeHallard⁠x.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 “Zen, 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 returnsNVDA, 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