Nvidia's Earnings Show the AI Trade is Still Strong Podcast Por  arte de portada

Nvidia's Earnings Show the AI Trade is Still Strong

Nvidia's Earnings Show the AI Trade is Still Strong

Escúchala gratis

Ver detalles del espectáculo

After a crazy quarter of news, Nvidia just reported earnings. We jumped on a livestream yesterday to break it down and talk about a bunch of other stocks as well.


00:00 Nvidia’s latest earnings and biggest risk

07:05 Nvidia’s NVLink announcement

08:56 Thoughts on Salesforce (CRM)

11:26 Thoughts on Broadcom (AVGO)

12:55 Thoughts on FICO

16:05 Why P/E and other valuation metrics don’t always work

23:04 Question what you know

Todavía no hay opiniones