Shopify: Bull vs. Bear

Shopify: Bull vs. Bear

What's the optimal degree of concentration in your portfolio? (0:25) Jason Moser discusses: - Nvidia warning that 2nd-quarter revenue will be lower than they'd previously guided - Why Nvidia's long-term thesis appears to be intact - A listener's question about whether to sell some winners in his portfolio (12:31) Shopify's down 70% this year. Does the former high-flier have enough of a moat to fend off the likes of Amazon? Ryan Henderson and Jose Najarro join Ricky Mulvey in a bull vs. bear debate over Shopify. Who made the better argument? Vote in our Twitter poll @MotleyFoolMoney Stocks mentioned: NVDA, SHOP, AMZN Host: Chris Hill Guest: Jason Moser, Ryan Henderson, Jose Najarro Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Avsnitt(2141)

The Chip War’s Next Chapter

The Chip War’s Next Chapter

Tech tensions between the U.S. and China continue to heat up. Micron is stuck in the middle and Apple looks to future-proof its supply chain.  [00:21] Asit Sharma and Dylan Lewis discuss: China’s b...

24 Maj 202329min

Is Zoom Still A Growth Stock?

Is Zoom Still A Growth Stock?

Zoom’s quarter showed that it’s no longer growing at its pre-pandemic levels. Can it move beyond video chat? (0:21) Bill Barker discusses: - Zoom’s growth trajectory - Where Zoom’s revenue might com...

23 Maj 202322min

The Next Chipotle or the Next Sweetgreen?

The Next Chipotle or the Next Sweetgreen?

Mediterranean restaurant chain Cava has filed for an IPO later this year. Will investors be as satisfied as Cava’s customers? (00:21) Jason Moser discusses: - The growth of Cava and the company’s pla...

22 Maj 202326min

AI is Much More than ChatGPT

AI is Much More than ChatGPT

An artificial intelligence program could soon create a digital version of yourself. So, what are the implications when that’s possible? Rob LoCascio is the founder and CEO of LivePerson, a company th...

21 Maj 202329min

Managing Cash Amid High Inflation

Managing Cash Amid High Inflation

The Federal Reserve has raised interest rates 10 times since 2022. But you probably wouldn’t notice those hikes in a traditional savings account. Dylan Lewis caught up with Robert Brokamp to discuss:...

20 Maj 202321min

Big Retail, Apple, and the Fight for "Taco Tuesday"

Big Retail, Apple, and the Fight for "Taco Tuesday"

As reports of Apple's next device surfaced, major retailers highlighted the week's earnings. (0:21) Ron Gross and Jason Moser discuss: - Walmart's grocery division (once again) doing the heavy liftin...

19 Maj 202339min

TikTok's 1st Ban

TikTok's 1st Ban

Is Montana's move against TikTok a speed bump or the start of a trend? (00:21) Bill Mann discusses: - How Snap, Meta Platforms, and Alphabet are watching the latest act in the TikTok drama - Shares o...

18 Maj 202322min

Short-Seller vs Prize Fighter

Short-Seller vs Prize Fighter

What happens when a short-seller collides with an activist investor? (00:21) Bill Barker discusses: - Target's 1st-quarter results beating expectations - CEO Brian Cornell's comments about organized ...

17 Maj 202325min

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