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...
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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 kick off Episode 20 (recorded 5/4/2025) with a little “locker room talk” on whether they’re buyers or sellers of the recent stock market recovery after the post “Liberation Day” sell-off. This episode’s bull/bear discussion focuses on cryptocurrency specialist Coinbase ($COIN), with Bruce as Bull and Gordon as Bear.
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...
