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👁️ “Nvidia’s watch party” — A.I.'s Biggest Day. Mister Softee’s soft-serve biz. Ozempic’s Direct-To-Tummy.

The Best One Yet

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Nvidia Earnings and Ice Cream Trucks

This chapter analyzes Nvidia's remarkable quarterly earnings and the mixed investor reactions they provoked, likening it to a Rorschach test in the context of the AI market's future. The conversation then shifts to the decline of Mr. Softee ice cream trucks, discussing their historical successes and the impact of reduced outdoor play among children on their current challenges.

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