About this episode

This episode discusses the competition between NVIDIA and Google, focusing on NVIDIA's earnings report and the impact of Gemini 3.

▶專欄訂閱：https://reurl.cc/9n7ED8 ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ ▲本次大綱： 00:13 生活內容 06:31 談 NVIDIA 法說＆Gemini 3 的破壞力 如果喜歡本節目，歡迎在 #Applepodcast #Spotify #Mixerbox 留下五星評價。 也歡迎支持我的方格子訂閱專欄，讓節目持續成長。 Powered by Firstory Hosting

People in this episode

Host: Moore 摩股

Topics covered

• NVIDIA
• Google
• technology
• business analysis
• AI

Mentioned in this episode

Organizations: NVIDIA, Google

Products: Gemini 3

More episodes of 摩股資本 Moore Stock

• SP 2 | 雪邏摩特輯：邏輯投資＆雪人 2026 年聊傳統價投失靈？美伊衝突、AI 終局 · March 27, 2026 · 1h 1m
• EP29 | NAND Flash Controller 市況解析 · February 6, 2026 · 15 min
• EP28 | NAND Flash x 新聯準會主席 · January 30, 2026 · 13 min
• EP27 | 原物料x市場廣度x榮景期 · January 23, 2026 · 13 min
• EP26 | 台積電x本輪行情探討 · January 16, 2026 · 14 min
• EP25 | 台股美股化探討 · January 2, 2026 · 16 min

Explore listener stats, chart rankings, contacts and more on the 摩股資本 Moore Stock podcast page.