Tyler Crowe

The biggest names in semiconductors, housing, and retail are all putting up numbers this week.

This is Motley Fool Money.

Tyler Crowe Welcome to Motley Fool Money!

I'm Tyler Crowe, and today I'm joined by longtime Fool contributors, Matt Frankel and John Quast.

We're going to talk about earnings and more earnings and more earnings, because we had Walmart, we had Lowe's, we had Home Depot, we had Target, we had a whole bunch of other companies.

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