Tyler Crowe

We normally do stocks on a radar, but frankly, we just didn't even have time this week.

But we're going to start with the biggest company in the world reporting earnings, and that's Nvidia.

It would almost be malpractice if we didn't talk about it.

It's a $4.4 trillion company.

It reported earnings yesterday and delivered another quarter of, frankly, in my opinion, hard-to-believe earnings.

I'm still wrapping my head around the idea that a company of this size getting $185 billion in annualized earnings is still putting up 65% year-over-year revenue growth.

It's just blowing my mind at this point.

All of it's surprising.

I'm sure you guys had surprises as well.

I want to go around the room here and see what were your biggest takeaways from this earnings report.

This past week, I would say, the day that Nvidia reported aside, there's been some, I would say, larger-than-usual drops in stock prices for some of the big tech companies and, by default, the broader market, because the top 10 companies make up such a large portion of the broader market these days that they're going to pretty much move the market where they see fit.

We, as investors, like the three of us, Motley Fool, we continue to believe that as long as the thesis of an investment is intact, investors are best off just buying the stock and sitting on their butts.

Charlie Munger said something different, but I don't want to get in trouble with my producers.

The thesis-altering item, if the thesis does change, it seems like it would be spending on Nvidia chips and all the supporting infrastructure that we've seen over these past quarters and maybe a year, two years, three years.

You could say that if it's being done in this arms race to control the most chips and things like that, instead of

being allocated as the best place to make a return, that would seem like it would be thesis-altering.

That is the thesis to say that we're in a bubble.

I'm going to bring it back up again, because we bring it up so many times, and it gets discussed so much in financial media these days, is the obligatory bubble question.

To each of you, does this most recent Nvidia earnings report ease your concerns about a potential bubble or exacerbate them?

One sector that I think really wishes they could get some of that trillions of spending going on is the housing industry.