Chit Chat Stocks Nvidia's Blowout Earnings; MicroStrategy's Meltdown; Is Hims & Hers Stock a Buy? $NVDA $MSTR $HIMS
Nov 21, 2025
Discover the latest buzz in tech investing! The hosts break down NVIDIA's impressive earnings and debate if the AI spending hype is sustainable. They analyze Adobe's acquisition of SEMrush and speculate on SaaS valuation trends. MicroStrategy's dramatic drop due to its Bitcoin strategies raises eyebrows. Plus, Hims & Hers is expanding with new lab services, posing questions about its market potential. Dive into the insights on competitive advantages and growth opportunities in the ever-evolving tech landscape!
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NVIDIA's Staggering Profit Surge
- NVIDIA's operating income exploded from $4B to $110B in ~3 years, showing extreme profit concentration in AI hardware.
- That growth fuels both bullish valuation and bubble concerns about customer overspending on GPUs.
Inventory Build Sparks Skepticism
- Inventory jumped 32% quarter-over-quarter while supply commitments rose 63%, which management says prepares them for significant growth.
- Bears view the inventory build as a potential signal of oversupply or demand weakening later.
The 'AI Bubble' Is A Spending Bubble
- The AI spending bubble discussion centers on a spending/CapEx bubble where customers may overspend on GPUs without positive ROI.
- If end-user software fails to monetize AI sufficiently, the telecom-like boom-bust scenario could hit NVIDIA later.