21 Nov 2025
1h 7m
Nvidia's Blowout Earnings; MicroStrategy's Meltdown; Is Hims & Hers Stock a Buy? $NVDA $MSTR $HIMS
Chit Chat Stocks
In this episode of Chit Chat Stocks, Ryan Henderson and Brett Schaefer discuss Nvidia's earnings, Adobe's acquisition of Semrush, and the potential AI bubble. They analyze the divergence between AI winners and losers in the software industry, highlighting companies like Adobe, Salesforce, and Monday.com. Brett shares insights on Hinde Group's investment strategy, focusing on Becton Dickinson's spinoff, and they explore Wix's acquisition of Base44. The hosts also touch on MicroStrategy's drawdown and Hims & Hers' new services, providing investment perspectives and market analysis.
Outlines
Part 1: Nvidia and AI Landscape
Part 2: SaaS Valuations and Investment Fund
Part 3: Small Cap and Bubble Watch
Part 4: Closing
Sign in to continue reading, translating and more.
Open full episode in Podwise