Nvidia, Target & The Mailbag

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 24 May 2024

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

AI continues to float Nvidia’s boat, and it's helping an unlikely old school name in tech. (00:21) Jason Moser and Bill Mann discuss: - Nvidia’s blowout quarter and upcoming stock split. - Why buy-now-pay-later is going to start looking more like the credit card industry, and what Jamie Dimon has to say about the state of JP Morgan. - Earnings updates from retailers Target, Autozone, and Lowe’s. (19:11) We dip into the mailbag to answer some questions about a red-hot legacy tech stock, how to handle a growing position, and how to break into the investing biz. (32:27) Jason and Bill break down two stocks on their radar, Sonos and Boston Beer, and a few recipes on their radar too. Stocks discussed: NVDA, AFRM, JPM, TGT, AZO, LOW Host: Dylan Lewis Guests: Jason Moser, Bill Mann Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	The year of invidia continues and we dig into the mailbag.
0:08.8	This week's Smotly Full Money Radio show starts now. Everybody needs money.
0:27.0	money.
0:28.0	That's why they call it money.
0:30.0	The best thing in a life are free. but you can give them to the
0:35.0	brothers and be the from from pool global headquarters this is Motley
0:39.8	Full Money. It's the Motley Full Money radio show. I'm Dylan Lewis. Joining me over the airwaves,
0:43.8	Motley Full Senior Analysts, Bill Mann and Jason Moser. Fellas, great to have you both here.
0:49.1	Hey, hey, good to see you, Dylan. We've got answers to your mailbag questions,
0:53.6	the lowdown on targets continued woes,
0:55.9	and of course stocks and maybe something else
0:58.4	on our radar this week.
1:00.1	But we're gonna start with Invidia.
1:02.2	This is perhaps the most anticipated release of earnings season.
1:06.0	Perhaps the most anticipated earnings release all year, Jason. Fresh results from the chipmaker out this week.
1:11.2	Expectations were high, results even higher.
1:15.2	What jumped out to you in the results?
1:17.0	Yeah, well, I mean, wash, rinse, repeat, right?
1:20.7	Things continue to look very, very good for NVIDIA and it appears that it's going to that's going to continue here at least for the next several quarters.
1:29.6	The results as you said very impressive revenue of 26 billion dollars it was up
1:34.9	262 percent from a year ago and beyond their outlook even their internal
1:41.4	outlook of 24 billion dollars in revenue.
	...

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