Nvidia blows us away, X Marks the Stock & Pimp My Portfolio with Luke Laretive
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What are Nvidia's latest earnings results and their implications for AI?
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Is Google Glass making a comeback with new AI features?
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What insights does SpaceX's prospectus reveal about its business model?
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What stocks are trending on X and why?
That's O-D-O-O dot com. NVIDIA's earnings tell us that the AI boom is here and it is booming even more. Their quarterly results came out and the numbers are pretty astounding. Expectations were high. These numbers beat expectations.
Which AI infrastructure stock is gaining attention on X?
Those are unbelievable numbers. Welcome to another episode of Equity Mates, the show where we explore what's possible in the world of investing.
My name's Bryce. And I'm Ren. And today we're talking about some of the biggest companies in the world making big moves. Simon is joining us to talk about what's hot and what's not on Twitter or X. And Pimp My Portfolio is back as Luke Larative unpacks the portfolio of an Equity Mates community member.
Before all of that, last week we launched tickets to FinFest.
What is Pimp My Portfolio and how does it work?
They are now live. They are selling fast, so don't miss out.
How should investors evaluate the core ETF portfolio?
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We're going to have five stages, heaps of great speakers, bars, food trucks. It's going to be a great day out. You don't want to miss it.
What lessons can be learned from stock picking discipline?
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News and markets.
Headlines we're covering this morning. Arguably the best company in the world has reported earnings. Google Glasses are back and the SpaceX Prospectus is out. So we're going to have a look at some of the numbers before its massive IPO. Ren, let's start with Nvidia. They've just reported earnings. It's an earnings result that is now sort of akin to the release of the Berkshire Hathaway letter.
Everyone holds their breath. New iPhone.
New iPhones.
New GTA.
Yes, new GTA, yeah. Side note, I saw a fascinating interview with the CEO of the... Rockstar Games.
Rockstar.
Is that it? No, it's called Take Two Interactive. Take Two. And his thoughts on AI and the impact it's going to have on... And he's pretty much like, keep that over there. It's going to have very little impact on how big companies like us... Make games. Make games, yeah.
I'll believe that when I see it.
He thinks the creativity element is not there.
Oh, okay, but sure, it'll have a huge impact on how they actually make games.
Yes, yeah, but in terms of are they going to be good was his argument.
Okay, okay, yeah, yeah, but yeah, it will bring the cost of making games once a human has an idea.
Yeah, he wasn't arguing that.
Okay, okay.
Yeah, but it was just Anyway, can we talk about that?
Yeah, let's get into it.
As I said, side note and side note.
I mean, thematically related because we're talking AI, but whether or not the CEO of Take-Two thinks that AI is going to change his industry, NVIDIA's earnings tell us that the AI boom is here and it is booming even more.
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Chapters
8 chapters
1
What are Nvidia's latest earnings results and their implications for AI?
0:00–0:18
2
Is Google Glass making a comeback with new AI features?
0:18–0:57
3
What insights does SpaceX's prospectus reveal about its business model?
0:57–1:29
4
What stocks are trending on X and why?
1:29–1:47
5
Which AI infrastructure stock is gaining attention on X?
1:47–2:17
6
What is Pimp My Portfolio and how does it work?
2:17–2:20
7
How should investors evaluate the core ETF portfolio?
2:20–2:35
8
What lessons can be learned from stock picking discipline?
2:35–42:11
Speakers
6 identifiedMore from Equity Mates Investing Podcast
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