NetSuite by Oracle, the number one cloud financial system is everything you need to grow all in one place, financials, inventory, HR, and more.

Make better decisions faster so you can do more and spend less. See how at NetSuite.com slash minute. That's NetSuite.com slash minute.

What's interesting is, NVIDIA is... dot com slash minute.

What's interesting is NVIDIA is the most akin to a platform company in the space

This whole Apple analogy for NVIDIA is sort of happening in two years versus what took 20 years for Apple.

Hello and welcome to the Barron Streetwise podcast.

I'm Jack Howe and the voice you just heard is Ben Reitzus.

He's the head of technology research at an independent firm called Melius Research.

Here's a fun fact about Ben.

Two decades ago at another firm he upgraded Apple to buy at a split adjusted stock price

of 17 cents.

This was before the iPhone. Now he says there are key parallels between

Invidia and Apple. We'll talk about that and about why Invidia's upcoming

earnings report could be tricky.

Listening in is our audio producer Jackson, hi Jackson.

Hi, Jacks. Hi, Jack. I'm going through my stack of Wall Street research and I see an email here from a strategist who says that we could be headed for an Goldilocks scenario of resilient growth and low inflation. That was this past Tuesday just before an inflation number came in a little bit higher than expected.

We're still using Goldilocks is the amazing thing to me.

I mean, if Goldilocks were real and if she were alive today. I feel like she'd be saying I cannot believe I

never formally studied economics I can't believe my simple tale of judging

porridge temperature came to be used as the metaphor for the precise Wall Street conditions you need to keep the stock market going.

Really it should be the Mama Bear scenario because I was assumed the Mama

Bear was the one in the middle. In the middle. Yeah, but I guess it could have been

...