The panel was full all session and the stock tickers were flying. NVDA was the star of the show but we also got into MELI, ET, XOM, CELH, NYCB, RACE and many more.

The energy sector got some love and we got into a few e-commerce companies for the longer term.

As always, a lot was shared and learned as we prepare for what comes following NVDA earnings.

Enjoy!

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Beta mode transcript attached. It’s not perfect, but it is getting better.

And if you had not yet noted, every Tuesday and Wednesday at 8pm ET I host an hour-long Spaces with an amazing panel of knowledgeable, experienced, and diverse speakers.

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-Nate

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