Cerebras is approaching chipmaking differently, can it carve out a space for itself in an industry of titans?  

(00:45) Asit Sharma and Jason Moser discuss:

• The dock workers strike, its daily cost, and the industries it could impact most.
• Upcoming AI chip IPO Cerebras, and how the company is approaching high-performance chips differently than the competition. 
• Fresh earnings from: Nike, Paychex, and McCormick.

(19:04) October 2024 marks 20 years of Rule Breakers at The Motley Fool. To celebrate, we’re airing a portion of a conversation with David and former Rule Breakers analyst Matt Argersinger from our premium Epic Opportunities podcast. David fielded questions from our investing team about his own investing process, reflected on his 6 traits of a Rule Breaker and the companies that the framework led him to follow. 

(35:56) Jason and Asit break down two stocks on their radar: Pepsico and Joby Aviation.

Stocks discussed: NKE, PAYX, MCK, PEP, JOBY

Motley Fool Epic members can access the full conversation with David:

• Here on the TMF site (login required)
• On Spotify here after linking their accounts 

Host: Dylan Lewis

Guests: Jason Moser, Asit Sharma, David Gardner, Rick Engdahl

Engineers: Rick Engdahl, Austin Morgan 

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