Send us a text Welcome to Just the Tips! In this action-packed episode, George and Bruce welcome their first-ever guest stock jock, Luca, for a deep dive into the tech market's hottest topics. What We Cover: 🤖 The AI Bubble Debate - Are GPU depreciation schedules signaling trouble ahead? We break down the Michael Burry thesis, discuss Nvidia's dominance, and explore whether hyperscalers can sustain their massive capex spending. 💻 Nvidia's Monster Quarter - Despite crushing earnings expectatio...
All content for Just the Tips (by the Stock Jocks) is the property of The Stock Jocks and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Send us a text Welcome to Just the Tips! In this action-packed episode, George and Bruce welcome their first-ever guest stock jock, Luca, for a deep dive into the tech market's hottest topics. What We Cover: 🤖 The AI Bubble Debate - Are GPU depreciation schedules signaling trouble ahead? We break down the Michael Burry thesis, discuss Nvidia's dominance, and explore whether hyperscalers can sustain their massive capex spending. 💻 Nvidia's Monster Quarter - Despite crushing earnings expectatio...
Send us a text The Stock Jocks provide their bull/bear takes on another pandemic stock, Docusign ($DOCU). George plays the role of Bull, pitching that their fledgling Contract Lifecycle Management (CLM) business can be a “second act” that re-accelerates revenue growth into the teens, while Bruce plays the “negative Nancy” and presents the Bear case. In the news, we hit tariffs and DOGE, the Wiz acquisition and regulatory environment for M&A, $CRWV and the IPO market, $PATH and $RBRK earni...
Just the Tips (by the Stock Jocks)
Send us a text Welcome to Just the Tips! In this action-packed episode, George and Bruce welcome their first-ever guest stock jock, Luca, for a deep dive into the tech market's hottest topics. What We Cover: 🤖 The AI Bubble Debate - Are GPU depreciation schedules signaling trouble ahead? We break down the Michael Burry thesis, discuss Nvidia's dominance, and explore whether hyperscalers can sustain their massive capex spending. 💻 Nvidia's Monster Quarter - Despite crushing earnings expectatio...
