Dylan: Every headline that I saw related in NVIDIA's earnings, name checked AI. How do you think about the business versus these trends and tailwinds that seem to just pick it up every couple of years? Dylan: Please be careful. This is not a screaming AI play. That's just nonsense. It just means that don't get distracted by the shiny thing. Focus on the fact that NVIDIA is a wonderful supplier of chips to data centers around the world and that business is not going away.
There's a lot of three-year comparisons getting thrown around. Is that what investors should focus on?
(1:00) Dylan Lewis and Tim Beyers discuss: - Etsy's short-term and long-term story. - The growth levers for Etsy moving forward. - The trends picking up Nvidia and the hype baked into its rally. - One shiny, distraction for investors watching the chipmaker.
Plus, (19:02) Maya Lau, host of the podcast "Other People's Pockets" joins Sierra Baldwin to discuss her new show and what she's learned from having conversations about salary, economic class, and careers.
Companies discussed: ETSY, NVDA
Host: Dylan Lewis Guests: Tim Beyers, Sierra Baldwin, Maya Lau Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks, Annie Franks
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