Is Nvidia a Vibe Stock?

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The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 27 August 2024

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

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Summary

In less than two years one company became the driving force of the S&P 500. That rise is unprecedented. (00:21) Bill Mann and Ricky Mulvey discuss: - Expectations going into Nvidia’s earnings results. - Temu’s owner, PDD, shedding $55 billion in value. - One possible reason why a co-CEO is talking down his company’s stock. - Red Lobster’s new CEO. Then, (15:35) Robert Brokamp interviews Dan Otter and Scott Dauenhauer about the challenges that teachers face while saving for retirement. Learn more about the Range Rover Sport at www.landroverusa.com See how your 403(b) stacks up at www.403bwise.org Companies discussed: NVDA, CSCO, PDD Host: Ricky Mulvey Guests: Bill Mann, Robert Brokamp, Dan Otter, Scott Dauenhauer Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's news is cancelled and video reports tomorrow.
0:24.0	You're listening to Motley Full Money.
0:28.0	I'm Ricky Mulvey joined today by Bill, man.
0:31.0	Bill, I need to kill some time.
0:34.3	Not a lot to talk about, so, you know, what have you been up to these past couple weeks?
0:39.1	Is that how we start?
0:40.9	We're just gonna start drawing things up, we can turn this into a clip show.
0:44.0	There you go. I can show you some cool articles I've been reading and some different
0:49.2	tweets and memes if you like. But no that's that seems to be what the market is waiting on which is
0:54.3	invidia in crowd strike or more so in video we're going to be covering invidia in
0:59.2	crowd strike on Thursday's show but invidia is really kind of driving the market right now.
1:05.1	So I thought it'd be good to sort of, you know, get some mindset ready because this is just
1:09.8	expectation.
1:10.8	So what are some scenarios that investors should be ready for you think on
1:15.3	Wednesday afternoon?
1:16.3	I like the fact that you're setting up in video a $3 trillion company as a vibe stock? Is it?
1:24.0	Well, let me, let's put some structure around what
1:28.2	invidia is and what it does and not that this is a particularly useful measure in terms of assessing an investment,
1:36.8	but in the S&P 500, which oddly enough has 505 different stocks in it,
1:42.0	Invidia is only the 40 second. 500 and 505 different stocks in it.
1:42.8	Invitia is only the 42nd largest company by revenue.
1:46.9	Its revenues are less than a quarter of those of a company called
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