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...
Episode 26: $WLDN (Willdan group): WLDN’ Out! Or WLDN…OUT.
Just the Tips (by the Stock Jocks)
51 minutes
4 months ago
Episode 26: $WLDN (Willdan group): WLDN’ Out! Or WLDN…OUT.
Send us a text Recorded 8/17/2025. The Stock Jocks build the bull/bear case on potential “hidden gem” and energy/AI infrastructure play Willdan Group. News: Inflation/rate cuts, $CRWV earnings, $CRCL, $BLSH IPO.
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...
