This week, we break down NVIDIA’s blockbuster earnings - and why the stock still fell.

Despite crushing expectations across revenue, EPS, and margins, the market reaction was negative. Are expectations simply too high… or is something shifting beneath the surface?

Also, we dive into the SEC’s proposal to end quarterly earnings report requirements and what it could mean for companies and investors. All that, plus the case for and against less frequent reporting, and what it would change (or not) about how we analyze stocks.

We cover:

• Nvidia’s explosive AI-driven growth and what’s driving it

• CPUs vs GPUs (and Nvidia’s Vera Rubin chip)

• Whether Nvidia can challenge Intel and AMD

• What Agentic AI really means - and the risks that come with it

• What could finally slow Nvidia down

• And a major regulatory shift: the SEC's proposal to end quarterly earnings reporting

Join Tyler Ellegard, Keith Gangl, and Lisa Schreiber for markets, insights, and a little fun!