The Chain Beneath The Chip

from BID/ASK Hosted by Rhaul Nasa

NVDA just dropped a monster quarter $81B in revenue, $91B Q2 guide, data center nearly doubling YoY. But the real trade isn't the headline. It's what Jensen can't ship fast enough. HBM is sold out through 2026. CoWoS packaging is maxed. Substrates are backlogged. We break down every layer of the AI supply chain bottleneck and the tickers that move when NVDA can't keep up with itself.

Episode details come from the podcast's RSS feed.

Embed this episode

Attribution link and audio player

Ready to play

The Chain Beneath The Chip

0:00 41:54

No transcript yet.

Requests help us decide what to transcribe next.

Share this episode

Similar podcasts

The Storage Investor Show Kris Bennett Learn how to turn your cash into cash flow with self-storage and small bay industrial. If it has a roll-up door, The Storage Investor Show covers it. Your host, Kris Bennett, will ask the right questions to help you find, fund, and close your next deal. New episodes every Tuesday.

Frequently asked questions

How long is this episode of BID/ASK?

This episode is 41 minutes long.

When was this BID/ASK episode published?

This episode was published on May 20, 2026.

Can I download this BID/ASK episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.