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Nvidia, Target & The Mailbag

May 24, 2024 ()

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
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