Unhedged Big Tech roundup: Tesla, Nvidia, Apple and more
Nov 14, 2023
The hosts discuss the performance of dominant tech stocks including Nvidia. They talk about Nvidia's recent earnings, stock volatility, and competitive pressures in the AI chip market. They also discuss CEO relationships, growth rates of Microsoft's cloud division, and skepticism and competition in the electric vehicle market, specifically regarding Tesla. The hosts speculate about a film on Elon Musk's life story and share their portfolio performance and favorite things about Chicago and other cities.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Nvidia Earnings and Competitive Pressures
01:55 • 8min
CEO Relationships and Growth Rates
10:22 • 5min
Skepticism and Competition in the Electric Vehicle Market
15:22 • 2min
Speculating on a Film about Elon Musk, Portfolio Performance, and Favorite Cities
17:00 • 3min