VRA Investing Podcast: Chips Wars. Breaking Down The Beginning Of the Innovation Revolution - Tyler Herriage - November 25, 2025
VRA Investing Podcast · Vertical Research Advisory
November 25, 202523m 12s
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Show Notes
In today's episode, Tyler Herriage dives into the latest market action after a strong start to the week, highlighting the impressive rebound in major indexes and the standout performance of individual stocks. He takes a close look at the current buzz around Google’s new TPUs versus Nvidia’s GPUs, breaking down what these innovations mean for investors and whether there’s truly an AI bubble brewing.