Stock Advisor Roundtable

In this Stock Advisor Roundtable bonus episode, Motley Fool Chief Investment Officer Andy Cross and Motley Fool contributor Jose Najarro talk with Stephen Witt, author of The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip.

(00:35) Evolution of NVIDIA Technology

(04:02) Jensen Huang's Leadership

(21:06) AI Factories

(24:17) Tariffs

(28:04) Concerns about Overcapacity

(30:14) Succession Planning

(32:27) Healthcare and Robotics

(41:26) Lessons from Taiwan Semiconductor

(42:40) Strategic Acquisitions

(44:45) Quantum Computing and New Markets

(46:32) NVIDIA Secrets

(47:44) AI and Writing

(51:02) Buy, Sell, or Hold

Host: Andy Cross, Jose Najarro

Guest: Stephen Witt

Producer: Mac Greer

Engineer: Austin Morgan

(00:33) Headlines

• Stock market volatility
• Bond market jitters

(12:19) Newest recommendations

• A crucial supplier in the semiconductor industry
• An advertising tech company with a volatile stock

(29:11) What We Think Now

• TJX
• GE Healthcare

(38:55) What We're Watching

• Tariff mitigation
• Chipotle earnings

(46:07) Preview of Coming Attractions

Host: Brian Stoffel Guests: Andy Cross, Asit Sharma Producer: Mac Greer Engineer: Austin Morgan

In this Stock Advisor Roundtable bonus episode, Motley Fool co-founder and CEO Tom Gardner revisits his 10 stocks to beat the market and offers up some new stock ideas.

(2:45) Ten stocks to beat the market and CrowdStrike's rebound

(6:21) Revisiting the five stocks that Tom would double-down on

(18:14) New additions

(22:29) Reflecting on big losses

(28:49) Preview of coming attractions

Host: Brian Stoffel

Guest: Tom Gardner

Producer: Mac Greer

Engineer: Austin Morgan

(00:53) Headlines

• Stock market volatility
• Consumer spending
• Portfolio checkup

(06:33) Newest recommendations

• A leader in weight loss drugs
• A big name in healthcare technology

(10:23) What We Think Now

• Tesla
• Nvidia
• Progressive

(30:01) What We're Watching

• AI plus hands-on science
• M&A under the the Trump administration
• Nvidia's GTC 2025 Conference

(36:23) Preview of Coming Attractions

• Team Rule Breakers Monthly recommendation
• Tom Gardner's 10 Stocks to Beat the Market
• Monthly Rankings
• Team Hidden Gems recommendation

Host: Brian Stoffel Guests: Andy Cross, Emily Flippen, Asit Sharma Producer: Mac Greer Engineer: Austin Morgan

In this Stock Advisor Roundtable bonus episode, Motley Fool co-founder and CEO Tom Gardner revisits his 15 stocks to make money and adds 5 more stocks to the list.

(01:05) Making money vs. beating the market

(06:12) How members should use list

(07:06) Revisiting Tom's 10 stocks to make money from 2023

(10:37) Revisiting Tom's 5 stocks to make money from 2024

(20:06) 5 Stocks to make money from 2025

(40:06) Preview of coming attractions

Host: Brian Stoffel

Guest: Tom Gardner

Producer: Mac Greer

Engineer: Austin Morgan

Motley Fool contributor Brian Stoffel and Motley Fool analysts Andy Cross, Emily Flippen, Asit Sharma, and Kirsten Guerra weigh in on the latest Stock Advisor recommendations and other news from the Stock Advisor universe.

(00:53) Headlines

• Beauty stocks
• Tariffs and the Fed
• Autonomous vehicles

(06:33) Newest recommendations

• Taking stock in one of America's largest insulation installers and distributors

(10:23) What We Think Now

• The Trade Desk
• Roblox
• Upstart
• Shopify

(30:01) What We're Watching

• Layoffs
• End of earnings season
• Declining trust in traditional media
• Retail

(36:23) Preview of Coming Attractions

Host: Brian Stoffel Guests: Andy Cross, Emily Flippen, Kirsten Guerra, Asit Sharma Producer: Mac Greer Engineer: Austin Morgan

In this Stock Advisor Roundtable bonus episode, Motley Fool product manager Loren Horst talks with Motley Fool co-founder and CEO Tom Gardner about Netflix earnings, AI stock valuations, hidden winners, and big questions for 2025.

(00:53) Netflix earnings and takeaways

(05:47) Biggest risk to Netflix

(08:02) AI stock label

(10:32) AI and shifting valuations

(14:34) AI and career disruptions

(22:31) Four platform plays on the AI trend

(30:24) Finding future-proof companies

(36:22) Portfolio management

(43:36) Hidden winners

(48:08) Biggest investing questions for 2025

Host: Loren Horst Guests: Tom Gardner Producer: Mac Greer Engineer: Austin Morgan

Motley Fool contributor Brian Stoffel and Motley Fool analysts Andy Cross, Emily Flippen, Asit Sharma, and Kirsten Guerra weigh in on the latest Stock Advisor recommendations and other news from the Stock Advisor universe.

(00:04) Headlines

• Yields up, stocks down
• CES proves the future is here
• The LA-area wildfires remind us that insurance is a tough business
• A volatile 2025 for digital advertising

(8:04) Newest recommendations

• A pure play in flash storage
• A global leader in aerospace
• An information technology infrastructure services provider

(18:32) What We Think Now

• Pinterest
• CVS
• PayPal
• Masimo

(30:43) What We're Watching

• WWE Raw
• Quantum computing
• TikTok ban
• Holiday spending

(35:37) Preview of Coming Attractions

Host: Brian Stoffel Guests: Andy Cross, Emily Flippen, Kirsten Guerra, Asit Sharma Producer: Mac Greer Engineer: Austin Morgan

In this Stock Advisor Roundtable bonus episode, Motley Fool product manager Loren Horst talks with Motley Fool co-founder and CEO Tom Gardner about the current market, bitcoin, AI, Tesla, and other big stories for the year ahead.

(00:47) Investing playbook for 2025

(03:57) Potential Growth Indicator

(08:29) Bitcoin

(16:26) Opportunities outside of AI

(22:50) Two Stock Advisor stocks on Tom's radar

(28:43) Tesla: Opportunities and Risks

(35:30) Lightning Round: Overrated, undervalued, surprises, predictions

(40:08) Financial Planning Expert Robert Brokamp: End-of-Year Tips

(51:52) Upcoming Stock Advisor highlights

Host: Loren Horst Guests: Tom Gardner Producer: Mac Greer Engineer: Austin Morgan

Motley Fool contributor Brian Stoffel and Stock Advisor analysts Emily Flippen, Kirsten Guerra, and Asit Sharma talk boomerang stocks, discount retail, and other developments in the Stock Advisor universe.

(0:36) Headlines

• Stocks on the rebound
• Benefits of bubbles
• Food of AI

(6:00) Newest recommendations

• A discount retailer with brands like T.J. Maxx, Marshalls, and HomeGoods
• A Latin American e-commerce powerhouse

(15:16) What We Think Now

• Lemonade
• Asana
• Veeva Systems

(28:55) What We're Watching

• AI agents
• Fed cuts
• ChatGPT scheming

(35:41) Preview of Coming Attractions

Host: Brian Stoffel Guests: Emily Flippen, Kirsten Guerra, Asit Sharma Producer: Mac Greer Engineer: Austin Morgan