The History of Tech Adoption Cycles

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Ricky Martin: The last few years have been not dissimilar to the tech bubble and the tech wreck of, say, circa 1997 through 2002. His framework today is he's looked at these things as... I call that the tech bubble stocks; there's four categories. He says where in this cycle are we buying NVIDIA today because I lack the ability to go back and buy it at last week's prices? "Be prepared to put it away for five years"

The graphics processing maker became $200 billion more valuable in a single day.

(00:21) Jim Gillies and Ricky Mulvey discuss: - Nvidia’s blockbuster quarter and valuation questions to consider. - The history of tech cycles and lessons for investors. - If Best Buy needs sales growth to reward shareholders.

Plus, (16:21) Tim Beyers and Meilin Quinn interview Digital Ocean CEO Yancey Spruill about how the cloud service provider differentiates itself from competitors like Microsoft and Amazon.

Companies discussed: NVDA, BBY, QCOM, CSCO, INTC, MSFT, DOCN, AMZN

Host: Ricky Mulvey Guests: Jim Gillies, Yancey Spruill, Meilin Quinn, Tim Beyers Engineers: Dan Boyd, Heather Horton

Stock Advisor Roundtable podcast: https://open.spotify.com/episode/0RhY5qYNv1l2AyS4g8LV1d?si=ded6d6d1cdda46cb

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