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Going Public With Ross Mandell

NVIDIA's $235 Billion Buyback: What Does Jensen Huang Know?

October 5, 2026·11 min
Episode Description from the Publisher

Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creatorWhat does NVIDIA’s $235 billion stock buyback authorization reveal about its future? In this episode of Going Public with Ross Mandell, Ross breaks down NVIDIA stock, Jensen Huang’s strategy, and why he views the expanded share repurchase program as a powerful bullish signal. Explore how the company’s AI business could support both continued growth and substantial returns of capital to shareholders.Learn how stock buybacks can affect earnings per share, share count, and shareholder value. Ross examines NVIDIA’s free cash flow, stock-based compensation, valuation, and the AI infrastructure spending driving demand for its chips. He also explains why earnings growth matters when evaluating NVDA stock and compares NVIDIA’s approach with Apple’s buyback history.From NVIDIA’s beginnings at Denny’s to its expansion into robotics, networking, and automotive technology, this episode explores the company’s evolution and the challenges ahead. Ross addresses concerns about AI spending and semiconductor boom-and-bust cycles while explaining why NVIDIA remains his biggest stock position. Subscribe to Going Public for more stock market analysis, AI stocks, and investing insights with Ross Mandell.About Ross Mandell:Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.This content is for informational and educational purposes only and does not constitute financial or investment advice.🔗 Links & Resources📌 Book A Call With Rosshttps://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagramhttps://www.instagram.com/rossmandell/⏱️ Chapters00:00 NVIDIA Stock: The $235 Billion Buyback Story01:05 NVIDIA’s Origins: Jensen Huang and the AI Revolution02:16 NVIDIA’s $235 Billion Stock Buyback Plan02:54 How Stock Buybacks Affect Earnings per Share04:23 NVIDIA Free Cash Flow and AI Infrastructure Demand05:25 NVIDIA Buyback Math: Share Count and Stock Dilution06:17 What NVIDIA’s Buyback Signals About Its Future07:02 NVIDIA Stock Valuation: Earnings Growth and P/E Ratio07:54 NVIDIA vs. Apple: Buybacks and Shareholder Returns08:56 NVIDIA Stock Risks: AI Spending and Chip Cycles09:55 Why Ross Mandell Is Bullish on NVIDIA Stock Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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