The company is up 10% today after posting a top and bottom line beat this quarter. Revenue came in at $6 billion for the fiscal fourth quarter, both edging out estimates. Nividia generated more than twice the revenue in data center than it did in gaming. The numbers are not amazing,. Here's the thing that's happening. This business is healthy. It's just in transition.
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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