TheBitCast

Nvidia's Unbelievable Earnings; OpenAI's Carnage; Salesforce Earnings And The Software Comeback

Podcast: Chit Chat Stocks · Brett Schafer and Ryan Henderson

Opublikowano: 2026-08-28

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (0:00) Introduction (02:04) NVIDIA's Revenue Growth and Supply Commitments (16:41) Meta's Legal Challenges and Regulatory Environment (30:13) Software Earnings and Market Trends (35:27) OpenAI Employee Departures (38:20) AI Industry Valuations and Future Projections (41:33) Apple App Store Growth Trends (43:30) Intuit's Business and Investment Potential (01:02:24) Wingstop's Valuation and Global Appeal ***************************************************** Subscribe to Emerging Moats Research: emergingmoats...