Missing Piece of the AI Spend Puzzle
Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised.
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Show Notes
Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised.
(1:08) Jason Moser and Bill Mann discuss:
- Nvidia’s killer quarter, and why the market yawned over the results.
- The global IT outage’s impact on Crowdstrike’s past quarter and outlook for the rest of the year.
- Chewy’s continued turnaround, Dollar General’s merchandising woes, and the new-look mature Salesforce.
(19:11) Film critic and corporate governance expert Nell Minow weights in on the summer box office and recent moves from Disney and Starbucks’ leadership teams.
(33:16) Jason and Bill break down two stocks on their radar: Birkenstock and Alimentation Couche-Tard.
Stocks discussed: NVDA, CRWD, CHWY, DG, CRM, BIRK, ANCTF
Host: Dylan Lewis
Guests: Bill Mann, Jason Moser, Nell Minow
Engineers: Steve Broido
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