Episode 29: $APPF Evict or Renew this Landlord's Fav Stock?

Send us a text

Welcome to Just the Tips! In this action-packed episode, George and Bruce welcome their first-ever guest stock jock, Luca, for a deep dive into the tech market's hottest topics.

What We Cover:

🤖 The AI Bubble Debate - Are GPU depreciation schedules signaling trouble ahead? We break down the Michael Burry thesis, discuss Nvidia's dominance, and explore whether hyperscalers can sustain their massive capex spending.

💻 Nvidia's Monster Quarter - Despite crushing earnings expectations with $57 billion in revenue, the stock sold off. We analyze what this means for AI infrastructure investing and whether it's still a buy.

🏢 The Vertical SaaS Showdown - Our main event features a head-to-head battle over AppFolio ($APPF). George makes the bull case for this property management platform trading at attractive valuations, while Bruce argues it's growth-at-an-unreasonable-price. Luca breaks the tie as guest referee.

Key Debates:

• Will AI destroy or enhance vertical SaaS businesses?
• Are lower gross margins the new normal for AI-powered companies?
• Can legacy software companies defend their moats against next-gen AI competitors?
• Is Google finally catching up in the AI race with Gemini 3.0?

Plus: College football rivalries, holiday photo strategies, and dad jokes courtesy of George's button.

Stock Tickers Discussed: NVDA, APPF, GOOGL, MSFT, ORCL, PLTR

Disclaimer: This podcast is for educational purposes only and is not financial, investment, or legal advice. Always consult with a qualified professional before making investment decisions.