Nvidia gets another shrug from Wall Street post-earnings (0:25). Valuing stocks has become more difficult (4:05). Salesforce's interesting earnings (7:30). Off the radar Deckers Outdoors' volatility (9:00). Tariff uncertainty continues (11:15). Longer-term economic conversation (15:40). Musk, DOGE, and Tesla (17:00). Murky retail picture (18:25). Companies investing in Bitcoin (23:25).
Show Notes:
Wall Street ekes out gain, bonds rally after weak GDP data
Costco outpaces Walmart and Target again in the U.S.
Salesforce Q1 Earnings Call Transcript
Episode transcripts: seekingalpha.com/wsb
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