Emily Flippen

Well, if one thing's clear to me, it's at least that NVIDIA has a lot of leniency here given by its cash generation.

If it is a mistake, it can make a fair bit of mistakes here.

And it'd rather make an errant investment as opposed to find itself down the road in an Intel-like position.

Up next, we're going to be turning to restaurant tech and how it is pushing the limits.

Stick with us.

Welcome back to Motley Fool Money.

For those of you who joined us last week on the Tuesday podcast, we spent some time digging into the downfall and potential reemergence of fast casual stocks.

One of the trends we discussed was the issue of declining foot traffic and the need for restaurants to invest in order to drive a change in perception and value in their offerings.

One of the ways restaurants have been doing that, as traffic has dwindled and costs have risen, is actually through tech integration.

These are operating system improvements to make more with less.

Things like tech improvement, robotics, analytics, even labor management, asset.

There are a lot of companies that are selling products and services that really seek to make that value proposition easier for restaurants.

I kind of want to pick your brain about this.

Do any of these companies intrigue you or do you prefer to invest in the restaurants themselves?

Jason, I'm curious, when you think about the tech improvements that Asit is talking about, how can you tell what's vaporware versus true improvement itself?

Do you think tech alone is enough to save a business, even when it's going through a downturn like we're experiencing now for fast casual?

It seems like there's opportunities at every point in the value proposition.

Up next, we're going to be wrapping up the show with some reflections on a new equity investment from the U.S.

government into rare earth minerals.

Stick with us.