Episode 5: Olivia Newton John, Inundated, and Monthly Portfolio Updates

episode

Shooting the Bull With Drowsy and Bear not yet transcribed

▲ 0

Transcript

This episode hasn't been transcribed yet Upvotes decide what gets transcribed next — 0 so far. Sign in to upvote

Related

recent transcribed audio

Could sofa theory help you find your ideal partner? 4 min · 23 Sep 2026 · Do you really know?

Behind The Scenes At Vogue World Milano 28 min · 23 Sep 2026 · The Run-Through with Vogue

Is end-to-end encryption really secure? 4 min · 23 Sep 2026 · Do you really know?

Do tongue scrapers actually help with bad breath? 5 min · 23 Sep 2026 · Do you really know?

Lab Notes: Have we found dark matter? 10 min · 23 Sep 2026 · The Science Show

Is it cool to have no friends? 26 min · 23 Sep 2026 · Today in Focus

Report any issue

Source

Recorded26 Aug 2025

Publisheranchor.fm ↗

Handlerec:19978577

Show notes

On this August 2025 episode, Bear and Drowsy talk hyper growth plays, answer a successful listener question, and go over their monthly portfolio updates . Bear takes aim at neo clouds, like Nebius and Coreweave. Drowsy is inundated with awkward situations and holding his breath ahead of NVDA earnings.Stocks mentioned: NBIS, CRWV, NVDA, ALAB, AXON, RBRK, AMZN, MSFT, APP, and More

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Sign in