21 Nov 2025
1h 7m

Nvidia's Blowout Earnings; MicroStrategy's Meltdown; Is Hims & Hers Stock a Buy? $NVDA $MSTR $HIMS

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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

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