The session covers Nvidia's recent earnings report, noting a -2.6% decline in after-hours trading amid high implied volatility. Market sentiment reflects concerns about corrections and the ongoing bull market, with strong institutional buying despite fluctuations. The discussion also highlights the upcoming software earnings cycle, featuring companies like CrowdStrike and Snowflake, and emphasizes the importance of understanding business fundamentals for long-term investment strategies.
Up Next in Season 1 | 2025
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IS PALANTIR GOING TO $40? | IWTB Ep. 20
Palantir's unique market position leads to a premium valuation, despite concerns over its stock price amid market volatility. The biotech sector thrives while short selling in small caps rises. Market sentiment fluctuates between recession and inflation fears, with seasonal weakness expected in A...
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DATACENTER WINNERS AND LOSERS | IWTB ...
Investors need to be clear about their investment goals amid recent market volatility, especially in the software sector. While many stocks are near 52-week lows, signs of recovery are emerging. Companies like GitLab and Okta remain vital, despite challenges. Tecogen's innovative technology in th...
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IS AI COMING FOR SOFTWARE? | IWTB Ep. 18
The episode covers recent market volatility, focusing on $HIMS, which faces revenue decline and margin compression amid broader healthcare sector challenges from $NVO. Despite this, Hims is expanding its services. $DOCN is poised for growth, potentially reaching a valuation of $15 to $20 billion ...
