Chit Chat Stocks Quantum Stock Mania; $NVDA Earnings Keep Climbing; Investing In Hungry Founders; No More Tariffs?
May 30, 2025
The discussion dives into Costco's strong earnings and questions its stock valuation. Quantum computing stocks get critiqued for their speculative nature. Tariffs and their impact on companies, especially in tech, are explored in-depth. The hosts analyze the contrasting pricing strategies between luxury brands like Hermes and LVMH. They also highlight NVIDIA's booming earnings and its competitive edge in the semiconductor market while touching on emerging investment opportunities driven by innovative founders. Finally, Align Technology's stock decline is examined in light of post-pandemic challenges.
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Quantum Computing Stocks Are Overvalued
- Quantum computing stocks trade at extremely high valuations despite minimal revenue and no solid business model.
- These companies primarily rely on government research grants and have yet to commercialize quantum computers.
Avoid Tariff Speculation in Investing
- Avoid investing based on uncertain tariff policies or political brinkmanship.
- Focus instead on companies less likely to be impacted by sweeping global tariffs.
FICO's Revenue Boost Explained
- FICO's revenue surged after renegotiating contracts to allow aggressive price increases.
- The company's scores segment boasts extraordinarily high operating margins at around 88%.