In this episode of Chit Chat Stocks, Ryan Henderson and Brett Schaefer discuss Michael Burry's short position on Nvidia and Nvidia's response, which leads to a broader conversation about AI infrastructure spending and the useful life of GPUs. They also analyze Alphabet's recent performance, close out their "psychological long" position, and consider potential investment opportunities in other tech companies like Amazon. Additionally, they answer listener questions related to Thanksgiving, including identifying companies with "turkey characteristics" (high past performance with potential terminal risk) and investments they are thankful for, and they explore potential "Black Friday deal" stocks that have underperformed this year but may have potential for growth in the future, such as Lululemon and Constellation Brands. Finally, they briefly touch on Zoom's earnings and Mercadolibre's valuation, both of which they view as attractive opportunities.
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