Nvidia, Apple, and Eli Lilly: Manufacturing the Future

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 28 February 2025

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

The great buildout for AI and GLP-1 drugs continues. (00:21) Jason Moser and Matt Argersinger discuss: - How Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the chipmaker or big tech stocks to start 2025. - Apple and Eli Lilly’s plans to expand manufacturing and development in the U.S. - Earning updates from Home Depot, Axon, and Cava. Here is Jason’s fabled at-home Cava recipe: https://moribyan.com/spicy-lamb-meatballs-cava-copycat/ (19:11) Jason dives deeper into Axon’s earnings with President Josh Isner, breaking down some of the major growth opportunities ahead, and how the company is approaching the focus on government budgets and tariff talks. (34:53) Matt and Jason break down two stocks on their radar: Marqueta and EPR Properties. Stocks discussed: NVDA, AAPL, LLY, HD, AXON, CAVA, MQ, EPR Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Josh Isner Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	The cool kid just rolled up in his leather jacket.
0:07.5	This week's Motleyful Money Radio show starts now.
0:27.0	Music Everybody needs money.
0:29.3	That's why they call it money.
0:32.5	The best things in life are free,
0:36.1	but you can give them to the pros and bees.
0:41.6	From Fool Global Headquarters, this is Motley Fool Money Radio Show.
0:42.4	I'm Dylan Lewis.
0:46.5	Joining me over the Airwaves, Motley Fool senior analyst Jason Moser and Matt Argersinger.
0:48.4	Fools, great to have you both here.
0:49.2	Dylan.
0:50.1	Hey, hey.
0:55.7	This week, fresh off their earnings report, we've got Axons president on the major growth levers for the company.
1:02.1	We have plenty of company results for you guys to dig into, and of course, you both brought your stocks on your radar this week.
1:05.9	To kick us off, we have results from the chipmaker, NVIDIA.
1:12.8	And Jason, it kind of feels like one of those 90s teen movies, where everyone has been waiting for the popular kid to show up at the party.
1:15.4	I love the 90s teen movies reference.
1:19.3	It feels like we've been saying this a lot with NVIDIA recently.
1:22.7	You need to beware of the burden of great expectations.
1:25.9	I mean, this is a company that just continues to lob up amazing numbers.
1:28.8	This was an absolutely fine quarter,
1:35.4	but the market has its sights obviously set very high on this one. And so that probably explains a little bit of the volatility in the share price this week. But I think when you look into the numbers,
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