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 29: $APPF Evict or Renew this Landlord's Fav Stock?
Just the Tips (by the Stock Jocks)
1 hour 21 minutes
1 month ago
Episode 29: $APPF Evict or Renew this Landlord's Fav Stock?
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...
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...
