NVIDIA Insists It’s Not Enron & Smucker’s Billion-Dollar Sandwich
Brew Markets
Burry, Cisco analogy, and market reaction
Ann and John discuss Burry's Cisco comparison, Jensen Huang's comments, and how the market viewed Meta and TPU news.
Episode 72: Today, Ann digs into NVIDIA's note to analysts defending itself against concerns that it’s another Enron - meanwhile, AI chip competition is heating up, with Meta is in talks to buy billions of dollars of Google's TPUs. Then, we break down some of today’s earnings: why Smucker’s is protecting its billion-dollar frozen sandwich and how Foot Locker aims to tame the shoe wall. Finally, is Abercrombie back and was there a spy at TSMC… prep and espionage ripped from the headlines.
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00:00 Welcome to Brew Markets Daily
00:30 NVIDIA SAYS IT IS NOT ENRON
05:00 EARNINGS: $SJM $DKS
16:00 ABERCROMBIE SHARES SOAR
18:30 DID $TSMC HAVE A SPY?
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