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Episode 5: Olivia Newton John, Inundated, and Monthly Portfolio Updates
On this August 2025 episode, Bear and Drowsy talk hyper growth plays, answer a successful listener question, and go over their monthly portfolio updates . Bear takes aim at neo clouds, like Nebius and Coreweave. Drowsy is inundated with awkward situations and holding his breath ahead of NVDA earnings.
Stocks mentioned: NBIS, CRWV, NVDA, ALAB, AXON, RBRK, AMZN, MSFT, APP, and More
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By Drowsy InvestorOn this August 2025 episode, Bear and Drowsy talk hyper growth plays, answer a successful listener question, and go over their monthly portfolio updates . Bear takes aim at neo clouds, like Nebius and Coreweave. Drowsy is inundated with awkward situations and holding his breath ahead of NVDA earnings.
Stocks mentioned: NBIS, CRWV, NVDA, ALAB, AXON, RBRK, AMZN, MSFT, APP, and More