Dave says buy NVIDIA on the back of their recent earnings report.
Dave asks if the new competition in the EV market is the end of Tesla’s phenomenal stock run.
Brandon talks about retail in 2022 and beyond and says buy companies like Cisco that are revolutionizing the retail landscape and gives a list of other companies to watch.
We dive in to Cisco’s Q2 earnings.
Dave gives an update on his calls on oil.
Brandon gives a small update on treasury interest rates and
Link to the retail study talked about in the show:
