Strategy Simplified

S18E8: NVIDIA Beats and Avocado Supply Spurs Demand (Market Outsiders: May 29, 2025)


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In today’s Market Outsiders, Namaan and Jenny Rae explore two seemingly unrelated stories - NVIDIA’s blockbuster earnings and a surprising twist in the avocado market - and uncover a common business thread.

They break down:

  • Why NVIDIA’s continued dominance reveals both strength and potential vulnerability
  • How California avocado growers are benefiting from more competition, not less
  • What both stories teach us about pricing power, supply chains, and long-term demand

From AI chips to guacamole, this episode connects the dots between tech and agriculture to reveal deeper market dynamics.

Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube - and now, episodes are also available on Strategy Simplified every Monday, Tuesday, and Thursday.

Want the full daily experience? Follow the new Market Outsiders podcast to get every episode, Monday through Friday.

  • Follow Management Consulted on LinkedIn and subscribe on YouTube
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