A cautionary note is given about trading in the after-hours market and the importance of circuit breakers during market hours. The discussion shifts to NVIDIA's 13-F SEC filing revealing investments, which caused a stir in the market. NVIDIA, now required to file as it holds over $100 million in stock, revealed ownership of five companies, notably Nano X. Despite owning only $380,000 of Nano X, the stock soared by 134% after the filing, sparking comparisons to speculative SPAC investments.
Economic data and earnings season combined for a volatile weak in the stock market.
(00:21) Bill Mann and Jason Moser discuss:
- The latest inflation numbers and what they mean for investors
- Earnings wrap-up for Twilio, Lyft, Airbnb, Shopify and Trade Desk
- Nvidia’s disclosure of its investments and how it impacted stocks
(19:11) Corrado Russo shares some thoughts on the international real estate market.
(34:09) Bill and Jason break down two stocks on their radar: Fresenius and Home Depot
Stocks discussed: TWLO, LYFT, ABNB, SHOP, TTD, SHOP, NVDA, NNOX, ARM, HD, FMS
Host: Ron Gross
Guests: Bill Mann, Jason Moser, Corrado Russo
Engineers: Dan Boyd
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