Nvidia has delivered another monster result, Google is taking another swing at smart glasses, and SpaceX’s prospectus suggests Elon Musk’s space company may really be an AI company in disguise. Plus, Simon brings a spicy AI infrastructure stock from X, and Luke Laretive reviews a simple, globally diversified portfolio.
In this episode:
00:00 Nvidia’s AI boom keeps booming
05:24 Google Glass is back?
09:43 SpaceX files its prospectus
16:45 X Marks the Stock
21:08 SharonAI: the AI Infrastructure stock buzzing on X
28:15 Pimp My Portfolio with Luke Laretive
30:17 Reviewing the core ETF portfolio
33:19 Catapult, Qantas and stock picking discipline
Stocks and ETFs mentioned: Nvidia (NASDAQ: NVDA), Alphabet (NASDAQ: GOOGL), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Meta Platforms (NASDAQ: META), Snap (NYSE: SNAP), Fair Isaac Corporation (NYSE: FICO), Old Dominion Freight Line (NASDAQ: ODFL), Cintas (NASDAQ: CTAS), Moody’s (NYSE: MCO), Berkshire Hathaway (NYSE: BRK.B), JPMorgan Chase (NYSE: JPM), Sharon AI (NASDAQ: SHAI), NextDC (ASX: NXT), Rocket Lab (NASDAQ: RKLB), Betashares Australian Investment Grade Corporate Bond ETF (ASX: CRED), Macquarie Group (ASX: MQG), Catapult Group International (ASX: CAT), Qantas (ASX: QAN), Westpac (ASX: WBC), ReadyTech (ASX: RDY), DroneShield (ASX: DRO), Brambles (ASX: BXB), QBE Insurance (ASX: QBE)
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