
Nvidia’s Next Big Growth Lever?
Nvidia announced its new CPU at an event in Taipei and Jon, Rachel, and Matt talked about why potential customers may be interested in buying as well as the potential impacts to primary CPU players su...
1 Kesä 25min

The AI Buildout Is Just Getting Started
Token consumption grew 17 times last year — not 17%, 17 times. So why are some investors still underexposed to the biggest structural shift in a generation? Motley Fool Contributing Analyst Rachel War...
31 Touko 19min

Is Your Plan for Retirement Too Safe?
Determining when you can retire requires making several assumptions about the future. Some of the commonly recommended assumptions are very conservative, and may result in you working longer than nece...
30 Touko 16min

The Conundrum of Investing in AI Today
Money continues to pour into AI companies like Anthropic, who announced a $65 billion fundraising round this week. But companies are starting to scrutinize their AI investments, which may not be payin...
29 Touko 40min

Snowflake Has a Hot New Product
Jon, Matt, and Travis start the episode by talking about Snowflake’s latest financial results that were catalyzed by one of its newest AI product offerings. The team then talks about the sluggish envi...
28 Touko 20min

The $1 Trillion Club Gets a Little More Crowded
Micron has had a turnaround for the ages, going from a free cash flow negative company to a $1 trillion valuation in a little over a year. What does it tell us about the AI buildout? Plus, we get to E...
27 Touko 19min

Has Ferrari Lost Its Mind?
Ferrari Luce has been announced and it’s getting widely criticised by for the design, which is very un-Ferrari. But maybe that’s the point for a company that sells vehicles that are more show item tha...
26 Touko 21min



















