After a crazy quarter of news, Nvidia just reported earnings. We jumped on a livestream yesterday to break it down and talk about a bunch of other stocks as well.

00:00 Nvidia’s latest earnings and biggest risk

07:05 Nvidia’s NVLink announcement

08:56 Thoughts on Salesforce (CRM)

11:26 Thoughts on Broadcom (AVGO)

12:55 Thoughts on FICO

16:05 Why P/E and other valuation metrics don’t always work

23:04 Question what you know