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
