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Jun 2023
6m 10s

Getting to grips with Nvidia

SEEKING ALPHA
About this episode
Nvidia (NVDA) now trades at 40x price to sales vs. 2.4x for the S&P 500 (SPY). Fed chief Jerome Powell hints at rates higher for longer. Citi spies crowded short position stocks.

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How do you value a chip stock like Nvidia?
Citi screens for most crowded short stocks with new model
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Up next
Yesterday
It's Nvidia earnings time
The chipmaker’s numbers could signal if the AI trade still has legs. (0:17) Post-Jackson Hole, the Fed’s favorite inflation gauge hits. (1:54) European post offices pause package shipments to the U.S. (3:19)Show Notes Earnings CalendarDividend RoundupEpisode transcripts seekingal ... Show More
5m 7s
Aug 22
Wall Street Roundup: Markets celebrate Powell's Jackson Hole comments
Reactions to Powell's comments at Jackson Hole (0:30). Walmart, Home Depot and retail earnings (3:55). Nvidia reports next week (6:00). Pressure on Powell (7:10). Palantir declines (9:30).Episode transcripts: seekingalpha.com/wsbShow links: Dow surges to record high as Wall Stree ... Show More
11m 34s
Aug 22
Markets wait on Powell's next words
Powell heads to Jackson Hole amid conflicting economic signals. (00:25) Tech giants Google (GOOGL) (GOOG) & META sign $10 billion cloud deal spanning over six years. (02:05) Cracker Barrel's (CBRL) new logo stirs controversy and adds to share losses. (02:47)Episode transcripts se ... Show More
5m 36s
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